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 | $44,242 | $76,000-41.8% | $154,107-71.3% | $64,186-31.1% |
| Participation rate | 76.2% | 70.4%+5.8pp | 83.0%-6.8pp | 69.6%+6.6pp |
| Annual return | 2.43% | 30.32%-27.9pp | 735.12%-732.7pp | 7.63%-5.2pp |
| Employer contribution / active EE | $967 | $3,351-71.1% | $5,298-81.8% | $2,381-59.4% |
| Participant deferral / active EE | $2,261 | $3,175-28.8% | $5,081-55.5% | $3,470-34.8% |
| Admin fee / account holder | $5,880 | $5,596+5.1% | $13,411-56.2% | $4,888+20.3% |