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 | $45,333 | $89,355-49.3% | $141,162-67.9% | $72,985-37.9% |
| Participation rate | 73.1% | 75.1%-2.0pp | 82.5%-9.4pp | 69.5%+3.6pp |
| Annual return | 19.35% | 111.85%-92.5pp | 71.39%-52.0pp | 81.00%-61.7pp |
| Employer contribution / active EE | $1,518 | $3,114-51.3% | $4,735-67.9% | $2,440-37.8% |
| Participant deferral / active EE | $3,861 | $5,418-28.7% | $6,709-42.4% | $3,607+7.0% |
| Admin fee / account holder | $422 | $5,958-92.9% | $10,261-95.9% | $5,124-91.8% |