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 | $39,820 | $98,750-59.7% | $149,696-73.4% | $79,858-50.1% |
| Participation rate | 78.4% | 75.8%+2.6pp | 82.5%-4.1pp | 69.6%+8.7pp |
| Annual return | 13.09% | 27.43%-14.3pp | 276.60%-263.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $2,726 | $3,216-15.2% | $4,644-41.3% | $2,471+10.3% |
| Participant deferral / active EE | $4,494 | $5,680-20.9% | $6,842-34.3% | $3,740+20.2% |
| Admin fee / account holder | $1,652 | $6,053-72.7% | $9,309-82.3% | $5,306-68.9% |