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 | $50,157 | $98,750-49.2% | $149,696-66.5% | $79,858-37.2% |
| Participation rate | 79.6% | 75.8%+3.9pp | 82.5%-2.8pp | 69.6%+10.0pp |
| Annual return | 17.88% | 27.43%-9.5pp | 276.60%-258.7pp | 31.71%-13.8pp |
| Employer contribution / active EE | $2,929 | $3,216-8.9% | $4,644-36.9% | $2,471+18.5% |
| Participant deferral / active EE | $4,992 | $5,680-12.1% | $6,842-27.0% | $3,740+33.5% |
| Admin fee / account holder | $10,698 | $6,053+76.8% | $9,309+14.9% | $5,306+101.6% |