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 | $54,482 | $89,355-39.0% | $141,162-61.4% | $72,985-25.4% |
| Participation rate | 77.3% | 75.1%+2.2pp | 82.5%-5.2pp | 69.5%+7.8pp |
| Annual return | 20.83% | 111.85%-91.0pp | 71.39%-50.6pp | 81.00%-60.2pp |
| Employer contribution / active EE | $1,476 | $3,114-52.6% | $4,735-68.8% | $2,440-39.5% |
| Participant deferral / active EE | $4,530 | $5,418-16.4% | $6,709-32.5% | $3,607+25.6% |
| Admin fee / account holder | $786 | $5,958-86.8% | $10,261-92.3% | $5,124-84.7% |