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 | $69,771 | $100,041-30.3% | $149,718-53.4% | $70,131-0.5% |
| Participation rate | 94.4% | 83.6%+10.9pp | 87.1%+7.4pp | 69.5%+24.9pp |
| Annual return | 16.51% | 27.43%-10.9pp | 1501.63%-1485.1pp | 73.14%-56.6pp |
| Employer contribution / active EE | $2,710 | $3,662-26.0% | $5,445-50.2% | $2,342+15.7% |
| Participant deferral / active EE | $3,804 | $4,983-23.7% | $6,569-42.1% | $3,332+14.2% |
| Admin fee / account holder | $971 | $8,286-88.3% | $11,283-91.4% | $4,645-79.1% |