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 | $39,648 | $70,669-43.9% | $169,368-76.6% | $75,163-47.3% |
| Participation rate | 70.2% | 64.8%+5.4pp | 77.1%-6.9pp | 67.2%+3.0pp |
| Annual return | 24.40% | 36.36%-12.0pp | 405.60%-381.2pp | 160.62%-136.2pp |
| Employer contribution / active EE | $3,483 | $2,211+57.5% | $4,013-13.2% | $2,670+30.5% |
| Participant deferral / active EE | $4,481 | $4,311+4.0% | $6,221-28.0% | $4,125+8.6% |
| Admin fee / account holder | $1,732 | $5,402-67.9% | $9,003-80.8% | $5,651-69.3% |