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 | $36,802 | $53,127-30.7% | $86,590-57.5% | $70,131-47.5% |
| Participation rate | 83.9% | 65.3%+18.6pp | 73.5%+10.3pp | 69.5%+14.3pp |
| Annual return | 17.93% | 27.66%-9.7pp | 964.84%-946.9pp | 73.14%-55.2pp |
| Employer contribution / active EE | $2,939 | $2,068+42.1% | $2,839+3.5% | $2,342+25.5% |
| Participant deferral / active EE | $2,139 | $2,696-20.7% | $3,609-40.7% | $3,332-35.8% |
| Admin fee / account holder | $2,282 | $3,585-36.4% | $4,906-53.5% | $4,645-50.9% |