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 | $35,778 | $100,923-64.5% | $150,045-76.2% | $74,304-51.8% |
| Participation rate | 73.1% | 70.1%+3.0pp | 82.3%-9.2pp | 60.3%+12.7pp |
| Annual return | 19.74% | 51.77%-32.0pp | 62.55%-42.8pp | 29.43%-9.7pp |
| Employer contribution / active EE | $2,361 | $3,463-31.8% | $4,693-49.7% | $2,241+5.3% |
| Participant deferral / active EE | $4,378 | $6,709-34.8% | $7,997-45.3% | $3,767+16.2% |
| Admin fee / account holder | $1,643 | $2,767-40.6% | $13,435-87.8% | $2,969-44.7% |