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 | $45,800 | $89,355-48.7% | $141,162-67.6% | $72,985-37.2% |
| Participation rate | 73.9% | 75.1%-1.2pp | 82.5%-8.6pp | 69.5%+4.4pp |
| Annual return | 26.53% | 111.85%-85.3pp | 71.39%-44.9pp | 81.00%-54.5pp |
| Employer contribution / active EE | $2,856 | $3,114-8.3% | $4,735-39.7% | $2,440+17.1% |
| Participant deferral / active EE | $7,451 | $5,418+37.5% | $6,709+11.1% | $3,607+106.6% |
| Admin fee / account holder | $1,143 | $5,958-80.8% | $10,261-88.9% | $5,124-77.7% |