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 | $36,131 | $93,346-61.3% | $71,796-49.7% | $273,961-86.8% |
| Participation rate | 81.8% | 76.5%+5.3pp | 69.1%+12.7pp | 83.0%-1.2pp |
| Annual return | 6.15% | 130.39%-124.2pp | 78.04%-71.9pp | 41.45%-35.3pp |
| Employer contribution / active EE | $2,475 | $2,733-9.4% | $1,924+28.6% | $4,869-49.2% |
| Participant deferral / active EE | $5,025 | $3,475+44.6% | $2,794+79.8% | $5,287-5.0% |
| Admin fee / account holder | $2,304 | $6,571-64.9% | $4,815-52.1% | $10,132-77.3% |