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 | $30,675 | $89,355-65.7% | $141,162-78.3% | $72,985-58.0% |
| Participation rate | 80.4% | 75.1%+5.3pp | 82.5%-2.0pp | 69.5%+10.9pp |
| Annual return | 24.25% | 111.85%-87.6pp | 71.39%-47.1pp | 81.00%-56.8pp |
| Employer contribution / active EE | $3,125 | $3,114+0.3% | $4,735-34.0% | $2,440+28.1% |
| Participant deferral / active EE | $6,475 | $5,418+19.5% | $6,709-3.5% | $3,607+79.5% |
| Admin fee / account holder | $5,073 | $5,958-14.9% | $10,261-50.6% | $5,124-1.0% |