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 | $61,283 | $98,750-37.9% | $149,696-59.1% | $79,858-23.3% |
| Participation rate | 72.7% | 75.8%-3.0pp | 82.5%-9.7pp | 69.6%+3.1pp |
| Annual return | 12.86% | 27.43%-14.6pp | 276.60%-263.7pp | 31.71%-18.9pp |
| Employer contribution / active EE | $1,326 | $3,216-58.8% | $4,644-71.4% | $2,471-46.3% |
| Participant deferral / active EE | $2,911 | $5,680-48.8% | $6,842-57.5% | $3,740-22.2% |
| Admin fee / account holder | $2,335 | $6,053-61.4% | $9,309-74.9% | $5,306-56.0% |