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 | $49,182 | $89,355-45.0% | $141,162-65.2% | $72,985-32.6% |
| Participation rate | 74.4% | 75.1%-0.8pp | 82.5%-8.1pp | 69.5%+4.9pp |
| Annual return | 26.43% | 111.85%-85.4pp | 71.39%-45.0pp | 81.00%-54.6pp |
| Employer contribution / active EE | $2,831 | $3,114-9.1% | $4,735-40.2% | $2,440+16.0% |
| Participant deferral / active EE | $7,815 | $5,418+44.2% | $6,709+16.5% | $3,607+116.6% |
| Admin fee / account holder | $1,737 | $5,958-70.8% | $10,261-83.1% | $5,124-66.1% |