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 | $46,325 | $85,202-45.6% | $172,739-73.2% | $72,985-36.5% |
| Participation rate | 91.3% | 70.1%+21.2pp | 82.6%+8.7pp | 69.5%+21.8pp |
| Annual return | 21.85% | 27.32%-5.5pp | 802.84%-781.0pp | 81.00%-59.2pp |
| Employer contribution / active EE | $6,231 | $3,324+87.4% | $5,143+21.2% | $2,440+155.4% |
| Participant deferral / active EE | $9,343 | $3,260+186.6% | $5,198+79.7% | $3,607+159.0% |
| Admin fee / account holder | $509 | $5,884-91.4% | $13,954-96.4% | $5,124-90.1% |