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 | $28,388 | $89,355-68.2% | $141,162-79.9% | $72,985-61.1% |
| Participation rate | 76.9% | 75.1%+1.8pp | 82.5%-5.5pp | 69.5%+7.4pp |
| Annual return | 21.90% | 111.85%-89.9pp | 71.39%-49.5pp | 81.00%-59.1pp |
| Employer contribution / active EE | $1,989 | $3,114-36.1% | $4,735-58.0% | $2,440-18.5% |
| Participant deferral / active EE | $4,950 | $5,418-8.6% | $6,709-26.2% | $3,607+37.2% |
| Admin fee / account holder | $2,315 | $5,958-61.2% | $10,261-77.4% | $5,124-54.8% |