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 | $30,219 | $93,571-67.7% | $135,903-77.8% | $75,163-59.8% |
| Participation rate | 76.1% | 75.2%+0.9pp | 81.9%-5.8pp | 67.2%+8.9pp |
| Annual return | 17.60% | 30.90%-13.3pp | 68.23%-50.6pp | 160.62%-143.0pp |
| Employer contribution / active EE | $1,834 | $3,537-48.1% | $4,856-62.2% | $2,670-31.3% |
| Participant deferral / active EE | $3,035 | $6,404-52.6% | $7,758-60.9% | $4,125-26.4% |
| Admin fee / account holder | $357 | $6,975-94.9% | $10,762-96.7% | $5,651-93.7% |