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 | $36,125 | $84,233-57.1% | $170,442-78.8% | $70,131-48.5% |
| Participation rate | 95.2% | 70.8%+24.3pp | 83.6%+11.6pp | 69.5%+25.6pp |
| Annual return | 17.50% | 23.06%-5.6pp | 205.93%-188.4pp | 73.14%-55.6pp |
| Employer contribution / active EE | $3,045 | $3,387-10.1% | $5,433-44.0% | $2,342+30.0% |
| Participant deferral / active EE | $3,979 | $3,086+28.9% | $4,939-19.4% | $3,332+19.4% |
| Admin fee / account holder | $2,160 | $5,698-62.1% | $13,880-84.4% | $4,645-53.5% |