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 | $109,881-72.3% | $150,045-79.7% | $84,808-64.1% |
| Participation rate | 76.9% | 76.1%+0.8pp | 82.3%-5.4pp | 68.3%+8.6pp |
| Annual return | 14.46% | 28.25%-13.8pp | 62.55%-48.1pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,125 | $3,561-40.3% | $4,693-54.7% | $2,631-19.2% |
| Participant deferral / active EE | $4,007 | $6,636-39.6% | $7,997-49.9% | $4,212-4.8% |
| Admin fee / account holder | $1,512 | $8,568-82.3% | $13,435-88.7% | $7,344-79.4% |