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 | $32,039 | $85,766-62.6% | $136,294-76.5% | $70,131-54.3% |
| Participation rate | 76.7% | 74.2%+2.6pp | 81.9%-5.2pp | 69.5%+7.2pp |
| Annual return | 30.25% | 31.45%-1.2pp | 5155.94%-5125.7pp | 73.14%-42.9pp |
| Employer contribution / active EE | $713 | $2,966-76.0% | $4,695-84.8% | $2,342-69.6% |
| Participant deferral / active EE | $4,222 | $5,051-16.4% | $6,247-32.4% | $3,332+26.7% |
| Admin fee / account holder | $4,482 | $5,420-17.3% | $9,243-51.5% | $4,645-3.5% |