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 | $42,841 | $89,355-52.1% | $141,162-69.7% | $72,985-41.3% |
| Participation rate | 76.9% | 75.1%+1.8pp | 82.5%-5.5pp | 69.5%+7.4pp |
| Annual return | 35.57% | 111.85%-76.3pp | 71.39%-35.8pp | 81.00%-45.4pp |
| Employer contribution / active EE | $2,244 | $3,114-27.9% | $4,735-52.6% | $2,440-8.0% |
| Participant deferral / active EE | $3,794 | $5,418-30.0% | $6,709-43.5% | $3,607+5.2% |
| Admin fee / account holder | $2,919 | $5,958-51.0% | $10,261-71.6% | $5,124-43.0% |