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 | $49,998 | $78,422-36.2% | $95,952-47.9% | $79,858-37.4% |
| Participation rate | 70.7% | 73.5%-2.8pp | 77.1%-6.3pp | 69.6%+1.1pp |
| Annual return | 15.77% | 19.37%-3.6pp | 91.61%-75.8pp | 31.71%-15.9pp |
| Employer contribution / active EE | $2,010 | $1,945+3.3% | $2,541-20.9% | $2,471-18.6% |
| Participant deferral / active EE | $4,254 | $3,440+23.7% | $4,167+2.1% | $3,740+13.7% |
| Admin fee / account holder | $1,450 | $5,622-74.2% | $6,795-78.7% | $5,306-72.7% |