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 | $28,103 | $58,512-52.0% | $84,015-66.6% | $72,985-61.5% |
| Participation rate | 82.1% | 61.2%+20.8pp | 69.0%+13.0pp | 69.5%+12.6pp |
| Annual return | 24.41% | 28.93%-4.5pp | 71.31%-46.9pp | 81.00%-56.6pp |
| Employer contribution / active EE | $1,848 | $1,163+58.9% | $1,983-6.8% | $2,440-24.3% |
| Participant deferral / active EE | $2,533 | $2,394+5.8% | $3,239-21.8% | $3,607-29.8% |
| Admin fee / account holder | $352 | $4,569-92.3% | $6,101-94.2% | $5,124-93.1% |