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 | $42,854 | $89,355-52.0% | $141,162-69.6% | $72,985-41.3% |
| Participation rate | 77.8% | 75.1%+2.7pp | 82.5%-4.7pp | 69.5%+8.3pp |
| Annual return | 19.80% | 111.85%-92.0pp | 71.39%-51.6pp | 81.00%-61.2pp |
| Employer contribution / active EE | $665 | $3,114-78.6% | $4,735-85.9% | $2,440-72.7% |
| Participant deferral / active EE | $3,443 | $5,418-36.4% | $6,709-48.7% | $3,607-4.5% |
| Admin fee / account holder | $45,526 | $5,958+664.1% | $10,261+343.7% | $5,124+788.4% |