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 | $39,769 | $85,202-53.3% | $172,739-77.0% | $72,985-45.5% |
| Participation rate | 92.8% | 70.1%+22.7pp | 82.6%+10.1pp | 69.5%+23.3pp |
| Annual return | 19.57% | 27.32%-7.8pp | 802.84%-783.3pp | 81.00%-61.4pp |
| Employer contribution / active EE | $5,120 | $3,324+54.0% | $5,143-0.5% | $2,440+109.8% |
| Participant deferral / active EE | $4,675 | $3,260+43.4% | $5,198-10.1% | $3,607+29.6% |
| Admin fee / account holder | $8,963 | $5,884+52.3% | $13,954-35.8% | $5,124+74.9% |