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 | $33,908 | $98,750-65.7% | $149,696-77.3% | $79,858-57.5% |
| Participation rate | 86.5% | 75.8%+10.8pp | 82.5%+4.1pp | 69.6%+16.9pp |
| Annual return | 25.19% | 27.43%-2.2pp | 276.60%-251.4pp | 31.71%-6.5pp |
| Employer contribution / active EE | $3,080 | $3,216-4.2% | $4,644-33.7% | $2,471+24.7% |
| Participant deferral / active EE | $8,421 | $5,680+48.3% | $6,842+23.1% | $3,740+125.2% |
| Admin fee / account holder | $4,197 | $6,053-30.7% | $9,309-54.9% | $5,306-20.9% |