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 | $39,540 | $58,851-32.8% | $115,157-65.7% | $72,985-45.8% |
| Participation rate | 85.2% | 65.5%+19.6pp | 75.9%+9.3pp | 69.5%+15.7pp |
| Annual return | 29.88% | 23.16%+6.7pp | 35.60%-5.7pp | 81.00%-51.1pp |
| Employer contribution / active EE | $980 | $1,798-45.5% | $3,179-69.2% | $2,440-59.8% |
| Participant deferral / active EE | $1,461 | $2,643-44.7% | $4,168-64.9% | $3,607-59.5% |
| Admin fee / account holder | $798 | $6,370-87.5% | $7,088-88.7% | $5,124-84.4% |