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 | $31,323 | $77,813-59.7% | $123,544-74.6% | $64,186-51.2% |
| Participation rate | 72.6% | 74.7%-2.1pp | 82.3%-9.7pp | 69.6%+3.0pp |
| Annual return | 10.01% | 12.48%-2.5pp | 119.20%-109.2pp | 7.63%+2.4pp |
| Employer contribution / active EE | $2,636 | $3,014-12.5% | $4,628-43.0% | $2,381+10.7% |
| Participant deferral / active EE | $5,773 | $5,240+10.2% | $6,426-10.2% | $3,470+66.4% |
| Admin fee / account holder | $2,334 | $5,519-57.7% | $9,284-74.9% | $4,888-52.3% |