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 | $41,833 | $98,750-57.6% | $149,696-72.1% | $79,858-47.6% |
| Participation rate | 71.2% | 75.8%-4.6pp | 82.5%-11.3pp | 69.6%+1.6pp |
| Annual return | 16.84% | 27.43%-10.6pp | 276.60%-259.8pp | 31.71%-14.9pp |
| Employer contribution / active EE | $2,024 | $3,216-37.1% | $4,644-56.4% | $2,471-18.1% |
| Participant deferral / active EE | $3,328 | $5,680-41.4% | $6,842-51.4% | $3,740-11.0% |
| Admin fee / account holder | $3,547 | $6,053-41.4% | $9,309-61.9% | $5,306-33.2% |