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 | $65,624 | $100,041-34.4% | $149,718-56.2% | $70,131-6.4% |
| Participation rate | 91.4% | 83.6%+7.8pp | 87.1%+4.4pp | 69.5%+21.9pp |
| Annual return | 15.04% | 27.43%-12.4pp | 1501.63%-1486.6pp | 73.14%-58.1pp |
| Employer contribution / active EE | $1,768 | $3,662-51.7% | $5,445-67.5% | $2,342-24.5% |
| Participant deferral / active EE | $4,751 | $4,983-4.7% | $6,569-27.7% | $3,332+42.6% |
| Admin fee / account holder | $328 | $8,286-96.0% | $11,283-97.1% | $4,645-92.9% |