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 | $46,042 | $89,355-48.5% | $141,162-67.4% | $72,985-36.9% |
| Participation rate | 80.0% | 75.1%+4.9pp | 82.5%-2.5pp | 69.5%+10.5pp |
| Annual return | 25.08% | 111.85%-86.8pp | 71.39%-46.3pp | 81.00%-55.9pp |
| Employer contribution / active EE | $3,778 | $3,114+21.3% | $4,735-20.2% | $2,440+54.9% |
| Participant deferral / active EE | $8,256 | $5,418+52.4% | $6,709+23.1% | $3,607+128.9% |
| Admin fee / account holder | $1,828 | $5,958-69.3% | $10,261-82.2% | $5,124-64.3% |