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 | $32,919 | $65,365-49.6% | $92,893-64.6% | $72,985-54.9% |
| Participation rate | 94.7% | 68.3%+26.4pp | 76.0%+18.7pp | 69.5%+25.3pp |
| Annual return | 23.24% | 42.10%-18.9pp | 109.41%-86.2pp | 81.00%-57.8pp |
| Employer contribution / active EE | $2,780 | $2,594+7.1% | $3,653-23.9% | $2,440+13.9% |
| Participant deferral / active EE | $4,707 | $3,128+50.5% | $4,236+11.1% | $3,607+30.5% |
| Admin fee / account holder | $10,566 | $4,251+148.5% | $5,794+82.4% | $5,124+106.2% |