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 | $22,691 | $77,899-70.9% | $149,673-84.8% | $75,163-69.8% |
| Participation rate | 84.4% | 65.6%+18.8pp | 78.8%+5.6pp | 67.2%+17.2pp |
| Annual return | 19.65% | 31.72%-12.1pp | 134.42%-114.8pp | 160.62%-141.0pp |
| Employer contribution / active EE | $2,863 | $3,137-8.7% | $4,818-40.6% | $2,670+7.3% |
| Participant deferral / active EE | $2,128 | $3,411-37.6% | $5,680-62.5% | $4,125-48.4% |
| Admin fee / account holder | $4,055 | $5,956-31.9% | $13,210-69.3% | $5,651-28.2% |