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 | $31,205 | $89,355-65.1% | $141,162-77.9% | $72,985-57.2% |
| Participation rate | 76.4% | 75.1%+1.2pp | 82.5%-6.1pp | 69.5%+6.9pp |
| Annual return | 26.82% | 111.85%-85.0pp | 71.39%-44.6pp | 81.00%-54.2pp |
| Employer contribution / active EE | $2,809 | $3,114-9.8% | $4,735-40.7% | $2,440+15.1% |
| Participant deferral / active EE | $5,635 | $5,418+4.0% | $6,709-16.0% | $3,607+56.2% |
| Admin fee / account holder | $2,055 | $5,958-65.5% | $10,261-80.0% | $5,124-59.9% |