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 | $54,127 | $85,766-36.9% | $136,294-60.3% | $70,131-22.8% |
| Participation rate | 93.9% | 74.2%+19.8pp | 81.9%+12.0pp | 69.5%+24.4pp |
| Annual return | 24.45% | 31.45%-7.0pp | 5155.94%-5131.5pp | 73.14%-48.7pp |
| Employer contribution / active EE | $913 | $2,966-69.2% | $4,695-80.6% | $2,342-61.0% |
| Participant deferral / active EE | $2,235 | $5,051-55.7% | $6,247-64.2% | $3,332-32.9% |
| Admin fee / account holder | $2,739 | $5,420-49.5% | $9,243-70.4% | $4,645-41.0% |