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 | $42,841 | $85,766-50.0% | $136,294-68.6% | $70,131-38.9% |
| Participation rate | 70.4% | 74.2%-3.7pp | 81.9%-11.5pp | 69.5%+0.9pp |
| Annual return | 21.34% | 31.45%-10.1pp | 5155.94%-5134.6pp | 73.14%-51.8pp |
| Employer contribution / active EE | $2,056 | $2,966-30.7% | $4,695-56.2% | $2,342-12.2% |
| Participant deferral / active EE | $3,840 | $5,051-24.0% | $6,247-38.5% | $3,332+15.3% |
| Admin fee / account holder | $1,664 | $5,420-69.3% | $9,243-82.0% | $4,645-64.2% |