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 | $53,768 | $89,355-39.8% | $141,162-61.9% | $72,985-26.3% |
| Participation rate | 78.9% | 75.1%+3.8pp | 82.5%-3.6pp | 69.5%+9.4pp |
| Annual return | 19.06% | 111.85%-92.8pp | 71.39%-52.3pp | 81.00%-61.9pp |
| Employer contribution / active EE | $1,056 | $3,114-66.1% | $4,735-77.7% | $2,440-56.7% |
| Participant deferral / active EE | $4,418 | $5,418-18.5% | $6,709-34.2% | $3,607+22.5% |
| Admin fee / account holder | $4,312 | $5,958-27.6% | $10,261-58.0% | $5,124-15.9% |