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 | $28,567 | $89,355-68.0% | $141,162-79.8% | $72,985-60.9% |
| Participation rate | 70.1% | 75.1%-5.0pp | 82.5%-12.3pp | 69.5%+0.6pp |
| Annual return | 25.79% | 111.85%-86.1pp | 71.39%-45.6pp | 81.00%-55.2pp |
| Employer contribution / active EE | $2,289 | $3,114-26.5% | $4,735-51.7% | $2,440-6.2% |
| Participant deferral / active EE | $5,005 | $5,418-7.6% | $6,709-25.4% | $3,607+38.7% |
| Admin fee / account holder | $2,018 | $5,958-66.1% | $10,261-80.3% | $5,124-60.6% |