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 | $46,380 | $232,540-80.1% | $185,117-74.9% | $147,584-68.6% |
| Participation rate | 95.2% | 82.4%+12.9pp | 77.3%+18.0pp | 82.8%+12.4pp |
| Annual return | 16.02% | 43.03%-27.0pp | 40.50%-24.5pp | 578.55%-562.5pp |
| Employer contribution / active EE | $1,656 | $5,195-68.1% | $4,182-60.4% | $4,876-66.0% |
| Participant deferral / active EE | $5,524 | $5,834-5.3% | $5,045+9.5% | $5,439+1.6% |
| Admin fee / account holder | $588 | $10,275-94.3% | $8,159-92.8% | $10,885-94.6% |