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 | $37,570 | $98,750-62.0% | $149,696-74.9% | $79,858-53.0% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.5%-7.5pp | 69.6%+5.4pp |
| Annual return | 19.32% | 27.43%-8.1pp | 276.60%-257.3pp | 31.71%-12.4pp |
| Employer contribution / active EE | $2,590 | $3,216-19.5% | $4,644-44.2% | $2,471+4.8% |
| Participant deferral / active EE | $5,147 | $5,680-9.4% | $6,842-24.8% | $3,740+37.6% |
| Admin fee / account holder | $2,339 | $6,053-61.3% | $9,309-74.9% | $5,306-55.9% |