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 | $47,909 | $58,512-18.1% | $84,015-43.0% | $72,985-34.4% |
| Participation rate | 80.0% | 61.2%+18.8pp | 69.0%+11.0pp | 69.5%+10.5pp |
| Annual return | 22.91% | 28.93%-6.0pp | 71.31%-48.4pp | 81.00%-58.1pp |
| Employer contribution / active EE | $1,865 | $1,163+60.3% | $1,983-6.0% | $2,440-23.6% |
| Participant deferral / active EE | $3,903 | $2,394+63.0% | $3,239+20.5% | $3,607+8.2% |
| Admin fee / account holder | $675 | $4,569-85.2% | $6,101-88.9% | $5,124-86.8% |