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 | $50,870 | $89,355-43.1% | $141,162-64.0% | $72,985-30.3% |
| Participation rate | 70.6% | 75.1%-4.5pp | 82.5%-11.9pp | 69.5%+1.1pp |
| Annual return | 22.72% | 111.85%-89.1pp | 71.39%-48.7pp | 81.00%-58.3pp |
| Employer contribution / active EE | $1,368 | $3,114-56.1% | $4,735-71.1% | $2,440-44.0% |
| Participant deferral / active EE | $2,515 | $5,418-53.6% | $6,709-62.5% | $3,607-30.3% |
| Admin fee / account holder | $865 | $5,958-85.5% | $10,261-91.6% | $5,124-83.1% |