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 | $38,141 | $89,355-57.3% | $141,162-73.0% | $72,985-47.7% |
| Participation rate | 73.1% | 75.1%-2.0pp | 82.5%-9.4pp | 69.5%+3.6pp |
| Annual return | 33.09% | 111.85%-78.8pp | 71.39%-38.3pp | 81.00%-47.9pp |
| Employer contribution / active EE | $2,021 | $3,114-35.1% | $4,735-57.3% | $2,440-17.2% |
| Participant deferral / active EE | $4,703 | $5,418-13.2% | $6,709-29.9% | $3,607+30.4% |
| Admin fee / account holder | $4,483 | $5,958-24.8% | $10,261-56.3% | $5,124-12.5% |