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 | $31,708 | $76,552-58.6% | $123,892-74.4% | $62,891-49.6% |
| Participation rate | 70.7% | 73.0%-2.3pp | 81.4%-10.7pp | 69.3%+1.4pp |
| Annual return | 45.90% | 18.68%+27.2pp | 47.52%-1.6pp | 20.14%+25.8pp |
| Employer contribution / active EE | $1,350 | $2,883-53.2% | $4,617-70.8% | $2,281-40.8% |
| Participant deferral / active EE | $6,949 | $4,840+43.6% | $5,984+16.1% | $3,203+117.0% |
| Admin fee / account holder | $431 | $4,826-91.1% | $8,357-94.8% | $4,296-90.0% |