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 | $35,587 | $99,020-64.1% | $86,590-58.9% | $147,584-75.9% |
| Participation rate | 88.2% | 76.3%+11.9pp | 73.5%+14.7pp | 82.8%+5.4pp |
| Annual return | 12.03% | 1312.34%-1300.3pp | 964.84%-952.8pp | 578.55%-566.5pp |
| Employer contribution / active EE | $2,254 | $3,132-28.0% | $2,839-20.6% | $4,876-53.8% |
| Participant deferral / active EE | $4,148 | $3,972+4.4% | $3,609+14.9% | $5,439-23.7% |
| Admin fee / account holder | $14,516 | $5,710+154.2% | $4,906+195.9% | $10,885+33.4% |