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 | $36,634 | $93,571-60.8% | $135,903-73.0% | $75,163-51.3% |
| Participation rate | 70.8% | 75.2%-4.4pp | 81.9%-11.1pp | 67.2%+3.6pp |
| Annual return | 17.60% | 30.90%-13.3pp | 68.23%-50.6pp | 160.62%-143.0pp |
| Employer contribution / active EE | $1,662 | $3,537-53.0% | $4,856-65.8% | $2,670-37.7% |
| Participant deferral / active EE | $4,180 | $6,404-34.7% | $7,758-46.1% | $4,125+1.3% |
| Admin fee / account holder | $1,211 | $6,975-82.6% | $10,762-88.7% | $5,651-78.6% |