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 | $21,029 | $77,634-72.9% | $156,549-86.6% | $62,891-66.6% |
| Participation rate | 73.7% | 71.2%+2.5pp | 84.0%-10.3pp | 69.3%+4.4pp |
| Annual return | 6.67% | 50.32%-43.7pp | 32.23%-25.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,642 | $3,444-52.3% | $5,501-70.1% | $2,281-28.0% |
| Participant deferral / active EE | $5,579 | $3,045+83.2% | $4,871+14.5% | $3,203+74.2% |
| Admin fee / account holder | $1,876 | $5,561-66.3% | $13,027-85.6% | $4,296-56.3% |