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 | $37,873 | $85,766-55.8% | $136,294-72.2% | $70,131-46.0% |
| Participation rate | 88.9% | 74.2%+14.7pp | 81.9%+7.0pp | 69.5%+19.3pp |
| Annual return | 19.07% | 31.45%-12.4pp | 5155.94%-5136.9pp | 73.14%-54.1pp |
| Employer contribution / active EE | $1,593 | $2,966-46.3% | $4,695-66.1% | $2,342-32.0% |
| Participant deferral / active EE | $4,840 | $5,051-4.2% | $6,247-22.5% | $3,332+45.3% |
| Admin fee / account holder | $4,241 | $5,420-21.8% | $9,243-54.1% | $4,645-8.7% |