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 | $28,248 | $85,766-67.1% | $136,294-79.3% | $70,131-59.7% |
| Participation rate | 73.0% | 74.2%-1.2pp | 81.9%-8.9pp | 69.5%+3.4pp |
| Annual return | 15.21% | 31.45%-16.2pp | 5155.94%-5140.7pp | 73.14%-57.9pp |
| Employer contribution / active EE | $1,125 | $2,966-62.1% | $4,695-76.0% | $2,342-52.0% |
| Participant deferral / active EE | $2,725 | $5,051-46.0% | $6,247-56.4% | $3,332-18.2% |
| Admin fee / account holder | $1,398 | $5,420-74.2% | $9,243-84.9% | $4,645-69.9% |