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 | $75,357 | $89,355-15.7% | $141,162-46.6% | $72,985+3.3% |
| Participation rate | 75.9% | 75.1%+0.7pp | 82.5%-6.6pp | 69.5%+6.4pp |
| Annual return | 19.98% | 111.85%-91.9pp | 71.39%-51.4pp | 81.00%-61.0pp |
| Employer contribution / active EE | $1,373 | $3,114-55.9% | $4,735-71.0% | $2,440-43.7% |
| Participant deferral / active EE | $3,312 | $5,418-38.9% | $6,709-50.6% | $3,607-8.2% |
| Admin fee / account holder | $494 | $5,958-91.7% | $10,261-95.2% | $5,124-90.4% |