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 | $40,125 | $135,952-70.5% | $123,892-67.6% | $273,961-85.4% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 13.48% | 56.63%-43.1pp | 47.52%-34.0pp | 41.45%-28.0pp |
| Employer contribution / active EE | $3,868 | $5,170-25.2% | $4,617-16.2% | $4,869-20.6% |
| Participant deferral / active EE | $10,816 | $6,343+70.5% | $5,984+80.7% | $5,287+104.6% |
| Admin fee / account holder | $5,632 | $9,817-42.6% | $8,357-32.6% | $10,132-44.4% |