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 | $30,457 | $106,749-71.5% | $145,433-79.1% | $82,448-63.1% |
| Participation rate | 76.9% | 75.6%+1.3pp | 82.1%-5.2pp | 68.1%+8.9pp |
| Annual return | 14.46% | 27.59%-13.1pp | 66.58%-52.1pp | 41.64%-27.2pp |
| Employer contribution / active EE | $2,125 | $3,444-38.3% | $4,554-53.3% | $2,551-16.7% |
| Participant deferral / active EE | $4,007 | $6,519-38.5% | $7,897-49.3% | $4,139-3.2% |
| Admin fee / account holder | $1,512 | $8,390-82.0% | $13,129-88.5% | $7,234-79.1% |