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 | $44,105 | $93,571-52.9% | $135,903-67.5% | $75,163-41.3% |
| Participation rate | 87.1% | 75.2%+11.9pp | 81.9%+5.2pp | 67.2%+19.9pp |
| Annual return | 18.07% | 30.90%-12.8pp | 68.23%-50.2pp | 160.62%-142.5pp |
| Employer contribution / active EE | $1,771 | $3,537-49.9% | $4,856-63.5% | $2,670-33.6% |
| Participant deferral / active EE | $4,747 | $6,404-25.9% | $7,758-38.8% | $4,125+15.1% |
| Admin fee / account holder | $776 | $6,975-88.9% | $10,762-92.8% | $5,651-86.3% |