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 | $36,010 | $48,570-25.9% | $130,648-72.4% | $72,985-50.7% |
| Participation rate | 78.9% | 58.6%+20.4pp | 71.7%+7.2pp | 69.5%+9.5pp |
| Annual return | 21.47% | 38.63%-17.2pp | 1708.96%-1687.5pp | 81.00%-59.5pp |
| Employer contribution / active EE | $5,129 | $1,334+284.4% | $4,092+25.3% | $2,440+110.2% |
| Participant deferral / active EE | $3,540 | $2,384+48.5% | $3,603-1.8% | $3,607-1.9% |
| Admin fee / account holder | $882 | $3,549-75.1% | $5,464-83.9% | $5,124-82.8% |