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 | $29,842 | $85,766-65.2% | $136,294-78.1% | $70,131-57.4% |
| Participation rate | 71.4% | 74.2%-2.7pp | 81.9%-10.5pp | 69.5%+1.9pp |
| Annual return | 21.58% | 31.45%-9.9pp | 5155.94%-5134.4pp | 73.14%-51.6pp |
| Employer contribution / active EE | $2,160 | $2,966-27.2% | $4,695-54.0% | $2,342-7.8% |
| Participant deferral / active EE | $3,385 | $5,051-33.0% | $6,247-45.8% | $3,332+1.6% |
| Admin fee / account holder | $2,073 | $5,420-61.8% | $9,243-77.6% | $4,645-55.4% |