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 | $45,979 | $93,571-50.9% | $135,903-66.2% | $75,163-38.8% |
| Participation rate | 90.4% | 75.2%+15.2pp | 81.9%+8.5pp | 67.2%+23.2pp |
| Annual return | 20.32% | 30.90%-10.6pp | 68.23%-47.9pp | 160.62%-140.3pp |
| Employer contribution / active EE | $4,564 | $3,537+29.1% | $4,856-6.0% | $2,670+71.0% |
| Participant deferral / active EE | $10,778 | $6,404+68.3% | $7,758+38.9% | $4,125+161.3% |
| Admin fee / account holder | $1,680 | $6,975-75.9% | $10,762-84.4% | $5,651-70.3% |