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 | $34,957 | $85,766-59.2% | $136,294-74.4% | $70,131-50.2% |
| Participation rate | 86.9% | 74.2%+12.7pp | 81.9%+5.0pp | 69.5%+17.3pp |
| Annual return | 23.62% | 31.45%-7.8pp | 5155.94%-5132.3pp | 73.14%-49.5pp |
| Employer contribution / active EE | $1,196 | $2,966-59.7% | $4,695-74.5% | $2,342-48.9% |
| Participant deferral / active EE | $4,364 | $5,051-13.6% | $6,247-30.1% | $3,332+31.0% |
| Admin fee / account holder | $3,920 | $5,420-27.7% | $9,243-57.6% | $4,645-15.6% |