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 | $28,539 | $106,890-73.3% | $84,015-66.0% | $152,861-81.3% |
| Participation rate | 81.8% | 75.2%+6.6pp | 69.0%+12.8pp | 82.4%-0.6pp |
| Annual return | 18.68% | 104.99%-86.3pp | 71.31%-52.6pp | 345.32%-326.6pp |
| Employer contribution / active EE | $1,252 | $2,734-54.2% | $1,983-36.9% | $4,762-73.7% |
| Participant deferral / active EE | $2,694 | $4,011-32.8% | $3,239-16.8% | $5,850-54.0% |
| Admin fee / account holder | $2,201 | $8,285-73.4% | $6,101-63.9% | $11,596-81.0% |