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 | $29,479 | $90,503-67.4% | $78,689-62.5% | $273,961-89.2% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 12.17% | 75.60%-63.4pp | 62.18%-50.0pp | 41.45%-29.3pp |
| Employer contribution / active EE | $2,587 | $3,176-18.6% | $2,851-9.3% | $4,869-46.9% |
| Participant deferral / active EE | $4,093 | $3,901+4.9% | $3,517+16.4% | $5,287-22.6% |
| Admin fee / account holder | $382 | $5,263-92.7% | $4,510-91.5% | $10,132-96.2% |