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 | $31,722 | $47,479-33.2% | $62,929-49.6% | $82,448-61.5% |
| Participation rate | 78.2% | 66.9%+11.3pp | 73.1%+5.0pp | 68.1%+10.1pp |
| Annual return | 17.50% | 20.34%-2.8pp | 1063.93%-1046.4pp | 41.64%-24.1pp |
| Employer contribution / active EE | $1,727 | $1,885-8.4% | $2,505-31.1% | $2,551-32.3% |
| Participant deferral / active EE | $2,210 | $2,870-23.0% | $3,888-43.2% | $4,139-46.6% |
| Admin fee / account holder | $2,989 | $3,804-21.4% | $5,065-41.0% | $7,234-58.7% |