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 | $28,030 | $106,890-73.8% | $84,015-66.6% | $152,861-81.7% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.4%-7.4pp |
| Annual return | 11.94% | 104.99%-93.0pp | 71.31%-59.4pp | 345.32%-333.4pp |
| Employer contribution / active EE | $1,280 | $2,734-53.2% | $1,983-35.5% | $4,762-73.1% |
| Participant deferral / active EE | $2,021 | $4,011-49.6% | $3,239-37.6% | $5,850-65.5% |
| Admin fee / account holder | $520 | $8,285-93.7% | $6,101-91.5% | $11,596-95.5% |