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 | $31,020 | $89,355-65.3% | $141,162-78.0% | $72,985-57.5% |
| Participation rate | 83.9% | 75.1%+8.8pp | 82.5%+1.4pp | 69.5%+14.4pp |
| Annual return | 21.44% | 111.85%-90.4pp | 71.39%-50.0pp | 81.00%-59.6pp |
| Employer contribution / active EE | $2,538 | $3,114-18.5% | $4,735-46.4% | $2,440+4.0% |
| Participant deferral / active EE | $4,757 | $5,418-12.2% | $6,709-29.1% | $3,607+31.9% |
| Admin fee / account holder | $3,550 | $5,958-40.4% | $10,261-65.4% | $5,124-30.7% |