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 | $42,964 | $105,181-59.2% | $159,436-73.1% | $85,850-50.0% |
| Participation rate | 83.3% | 75.8%+7.6pp | 82.8%+0.5pp | 69.3%+14.0pp |
| Annual return | 13.28% | 45.07%-31.8pp | 263.57%-250.3pp | 318.53%-305.3pp |
| Employer contribution / active EE | $2,716 | $3,318-18.2% | $4,829-43.8% | $2,565+5.9% |
| Participant deferral / active EE | $6,021 | $5,945+1.3% | $7,352-18.1% | $3,952+52.4% |
| Admin fee / account holder | $7,530 | $6,933+8.6% | $10,799-30.3% | $6,260+20.3% |