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 | $38,351 | $89,355-57.1% | $141,162-72.8% | $72,985-47.5% |
| Participation rate | 70.9% | 75.1%-4.2pp | 82.5%-11.6pp | 69.5%+1.4pp |
| Annual return | 19.19% | 111.85%-92.7pp | 71.39%-52.2pp | 81.00%-61.8pp |
| Employer contribution / active EE | $2,007 | $3,114-35.6% | $4,735-57.6% | $2,440-17.7% |
| Participant deferral / active EE | $4,084 | $5,418-24.6% | $6,709-39.1% | $3,607+13.2% |
| Admin fee / account holder | $8,519 | $5,958+43.0% | $10,261-17.0% | $5,124+66.2% |