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 | $98,986 | $78,705+25.8% | $117,854-16.0% | $70,131+41.1% |
| Participation rate | 75.0% | 73.2%+1.8pp | 79.7%-4.7pp | 69.5%+5.5pp |
| Annual return | 16.91% | 23.30%-6.4pp | 335.08%-318.2pp | 73.14%-56.2pp |
| Employer contribution / active EE | $1,057 | $2,223-52.4% | $3,786-72.1% | $2,342-54.9% |
| Participant deferral / active EE | $2,474 | $3,297-25.0% | $4,482-44.8% | $3,332-25.8% |
| Admin fee / account holder | $634 | $5,065-87.5% | $8,020-92.1% | $4,645-86.4% |