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 | $31,595 | $98,240-67.8% | $82,313-61.6% | $147,584-78.6% |
| Participation rate | 94.7% | 79.7%+15.0pp | 76.9%+17.8pp | 82.8%+11.9pp |
| Annual return | 14.78% | 30.85%-16.1pp | 25.88%-11.1pp | 578.55%-563.8pp |
| Employer contribution / active EE | $2,419 | $3,192-24.2% | $2,428-0.4% | $4,876-50.4% |
| Participant deferral / active EE | $4,712 | $4,383+7.5% | $3,706+27.1% | $5,439-13.4% |
| Admin fee / account holder | $337 | $8,563-96.1% | $5,608-94.0% | $10,885-96.9% |