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 | $30,396 | $98,750-69.2% | $149,696-79.7% | $79,858-61.9% |
| Participation rate | 73.3% | 75.8%-2.4pp | 82.5%-9.1pp | 69.6%+3.7pp |
| Annual return | 14.09% | 27.43%-13.3pp | 276.60%-262.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,265 | $3,216-60.7% | $4,644-72.8% | $2,471-48.8% |
| Participant deferral / active EE | $2,828 | $5,680-50.2% | $6,842-58.7% | $3,740-24.4% |
| Admin fee / account holder | $1,850 | $6,053-69.4% | $9,309-80.1% | $5,306-65.1% |