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 | $35,098 | $98,750-64.5% | $149,696-76.6% | $79,858-56.0% |
| Participation rate | 97.7% | 75.8%+21.9pp | 82.5%+15.2pp | 69.6%+28.0pp |
| Annual return | 27.24% | 27.43%-0.2pp | 276.60%-249.4pp | 31.71%-4.5pp |
| Employer contribution / active EE | $3,520 | $3,216+9.4% | $4,644-24.2% | $2,471+42.5% |
| Participant deferral / active EE | $7,666 | $5,680+35.0% | $6,842+12.0% | $3,740+105.0% |
| Admin fee / account holder | $1,776 | $6,053-70.7% | $9,309-80.9% | $5,306-66.5% |