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 | $91,212 | $89,355+2.1% | $141,162-35.4% | $72,985+25.0% |
| Participation rate | 76.5% | 75.1%+1.4pp | 82.5%-6.0pp | 69.5%+7.0pp |
| Annual return | 25.27% | 111.85%-86.6pp | 71.39%-46.1pp | 81.00%-55.7pp |
| Employer contribution / active EE | $1,288 | $3,114-58.6% | $4,735-72.8% | $2,440-47.2% |
| Participant deferral / active EE | $2,325 | $5,418-57.1% | $6,709-65.3% | $3,607-35.5% |
| Admin fee / account holder | $979 | $5,958-83.6% | $10,261-90.5% | $5,124-80.9% |