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 | $63,936 | $89,355-28.4% | $141,162-54.7% | $72,985-12.4% |
| Participation rate | 74.5% | 75.1%-0.6pp | 82.5%-8.0pp | 69.5%+5.0pp |
| Annual return | 32.90% | 111.85%-78.9pp | 71.39%-38.5pp | 81.00%-48.1pp |
| Employer contribution / active EE | $2,407 | $3,114-22.7% | $4,735-49.2% | $2,440-1.3% |
| Participant deferral / active EE | $5,265 | $5,418-2.8% | $6,709-21.5% | $3,607+45.9% |
| Admin fee / account holder | $5,496 | $5,958-7.8% | $10,261-46.4% | $5,124+7.3% |