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 | $42,727 | $100,041-57.3% | $149,718-71.5% | $70,131-39.1% |
| Participation rate | 89.3% | 83.6%+5.7pp | 87.1%+2.2pp | 69.5%+19.7pp |
| Annual return | 15.00% | 27.43%-12.4pp | 1501.63%-1486.6pp | 73.14%-58.1pp |
| Employer contribution / active EE | $1,335 | $3,662-63.6% | $5,445-75.5% | $2,342-43.0% |
| Participant deferral / active EE | $3,322 | $4,983-33.3% | $6,569-49.4% | $3,332-0.3% |
| Admin fee / account holder | $933 | $8,286-88.7% | $11,283-91.7% | $4,645-79.9% |