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 | $24,432 | $89,355-72.7% | $141,162-82.7% | $72,985-66.5% |
| Participation rate | 76.4% | 75.1%+1.3pp | 82.5%-6.1pp | 69.5%+6.9pp |
| Annual return | 26.18% | 111.85%-85.7pp | 71.39%-45.2pp | 81.00%-54.8pp |
| Employer contribution / active EE | $1,993 | $3,114-36.0% | $4,735-57.9% | $2,440-18.3% |
| Participant deferral / active EE | $3,374 | $5,418-37.7% | $6,709-49.7% | $3,607-6.5% |
| Admin fee / account holder | $665 | $5,958-88.8% | $10,261-93.5% | $5,124-87.0% |