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 | $29,656 | $109,881-73.0% | $150,045-80.2% | $84,808-65.0% |
| Participation rate | 77.6% | 76.1%+1.5pp | 82.3%-4.8pp | 68.3%+9.2pp |
| Annual return | 16.94% | 28.25%-11.3pp | 62.55%-45.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,866 | $3,561-47.6% | $4,693-60.2% | $2,631-29.1% |
| Participant deferral / active EE | $2,597 | $6,636-60.9% | $7,997-67.5% | $4,212-38.3% |
| Admin fee / account holder | $27,868 | $8,568+225.3% | $13,435+107.4% | $7,344+279.5% |