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 | $32,691 | $98,750-66.9% | $149,696-78.2% | $79,858-59.1% |
| Participation rate | 92.9% | 75.8%+17.1pp | 82.5%+10.4pp | 69.6%+23.2pp |
| Annual return | 18.27% | 27.43%-9.2pp | 276.60%-258.3pp | 31.71%-13.4pp |
| Employer contribution / active EE | $3,746 | $3,216+16.5% | $4,644-19.3% | $2,471+51.6% |
| Participant deferral / active EE | $6,754 | $5,680+18.9% | $6,842-1.3% | $3,740+80.6% |
| Admin fee / account holder | $1,577 | $6,053-73.9% | $9,309-83.1% | $5,306-70.3% |