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 | $81,410 | $89,355-8.9% | $141,162-42.3% | $72,985+11.5% |
| Participation rate | 70.6% | 75.1%-4.5pp | 82.5%-11.9pp | 69.5%+1.1pp |
| Annual return | 23.54% | 111.85%-88.3pp | 71.39%-47.9pp | 81.00%-57.5pp |
| Employer contribution / active EE | $709 | $3,114-77.2% | $4,735-85.0% | $2,440-70.9% |
| Participant deferral / active EE | $5,247 | $5,418-3.1% | $6,709-21.8% | $3,607+45.5% |
| Admin fee / account holder | $1,189 | $5,958-80.1% | $10,261-88.4% | $5,124-76.8% |