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 | $34,681 | $102,317-66.1% | $146,958-76.4% | $80,856-57.1% |
| Participation rate | 91.8% | 75.8%+16.0pp | 82.2%+9.7pp | 67.6%+24.2pp |
| Annual return | 26.35% | 134.76%-108.4pp | 418.34%-392.0pp | 35.59%-9.2pp |
| Employer contribution / active EE | $4,585 | $3,713+23.5% | $4,933-7.1% | $2,755+66.4% |
| Participant deferral / active EE | $9,654 | $6,644+45.3% | $8,070+19.6% | $4,296+124.7% |
| Admin fee / account holder | $2,797 | $7,941-64.8% | $12,998-78.5% | $6,918-59.6% |