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 | $36,191 | $102,616-64.7% | $81,983-55.9% | $158,922-77.2% |
| Participation rate | 88.9% | 75.5%+13.4pp | 69.2%+19.6pp | 82.0%+6.9pp |
| Annual return | 8.79% | 61.04%-52.3pp | 41.31%-32.5pp | 302.83%-294.0pp |
| Employer contribution / active EE | $3,899 | $3,240+20.3% | $2,498+56.1% | $4,761-18.1% |
| Participant deferral / active EE | $1,725 | $4,648-62.9% | $3,722-53.7% | $5,982-71.2% |
| Admin fee / account holder | $1,056 | $8,235-87.2% | $5,664-81.4% | $11,246-90.6% |