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 | $28,694 | $89,355-67.9% | $141,162-79.7% | $72,985-60.7% |
| Participation rate | 80.4% | 75.1%+5.3pp | 82.5%-2.0pp | 69.5%+10.9pp |
| Annual return | 35.79% | 111.85%-76.1pp | 71.39%-35.6pp | 81.00%-45.2pp |
| Employer contribution / active EE | $3,070 | $3,114-1.4% | $4,735-35.2% | $2,440+25.8% |
| Participant deferral / active EE | $9,500 | $5,418+75.3% | $6,709+41.6% | $3,607+163.4% |
| Admin fee / account holder | $1,301 | $5,958-78.2% | $10,261-87.3% | $5,124-74.6% |