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 | $43,002 | $89,355-51.9% | $141,162-69.5% | $72,985-41.1% |
| Participation rate | 77.5% | 75.1%+2.4pp | 82.5%-5.0pp | 69.5%+8.0pp |
| Annual return | 25.11% | 111.85%-86.7pp | 71.39%-46.3pp | 81.00%-55.9pp |
| Employer contribution / active EE | $2,589 | $3,114-16.9% | $4,735-45.3% | $2,440+6.1% |
| Participant deferral / active EE | $7,227 | $5,418+33.4% | $6,709+7.7% | $3,607+100.3% |
| Admin fee / account holder | $1,896 | $5,958-68.2% | $10,261-81.5% | $5,124-63.0% |