See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,715 | $76,000-59.6% | $154,107-80.1% | $64,186-52.1% |
| Participation rate | 95.3% | 70.4%+24.9pp | 83.0%+12.3pp | 69.6%+25.8pp |
| Annual return | 13.99% | 30.32%-16.3pp | 735.12%-721.1pp | 7.63%+6.4pp |
| Employer contribution / active EE | $3,345 | $3,351-0.2% | $5,298-36.9% | $2,381+40.5% |
| Participant deferral / active EE | $3,270 | $3,175+3.0% | $5,081-35.6% | $3,470-5.8% |
| Admin fee / account holder | $394 | $5,596-93.0% | $13,411-97.1% | $4,888-91.9% |