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 | $40,901 | $77,634-47.3% | $156,549-73.9% | $62,891-35.0% |
| Participation rate | 78.6% | 71.2%+7.4pp | 84.0%-5.4pp | 69.3%+9.3pp |
| Annual return | 6.77% | 50.32%-43.6pp | 32.23%-25.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $2,675 | $3,444-22.3% | $5,501-51.4% | $2,281+17.3% |
| Participant deferral / active EE | $2,899 | $3,045-4.8% | $4,871-40.5% | $3,203-9.5% |
| Admin fee / account holder | $449 | $5,561-91.9% | $13,027-96.6% | $4,296-89.5% |