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 | $26,364 | $98,750-73.3% | $149,696-82.4% | $79,858-67.0% |
| Participation rate | 75.5% | 75.8%-0.3pp | 82.5%-7.0pp | 69.6%+5.8pp |
| Annual return | 18.11% | 27.43%-9.3pp | 276.60%-258.5pp | 31.71%-13.6pp |
| Employer contribution / active EE | $831 | $3,216-74.2% | $4,644-82.1% | $2,471-66.4% |
| Participant deferral / active EE | $2,546 | $5,680-55.2% | $6,842-62.8% | $3,740-31.9% |
| Admin fee / account holder | $830 | $6,053-86.3% | $9,309-91.1% | $5,306-84.4% |