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 | $30,539 | $93,571-67.4% | $135,903-77.5% | $75,163-59.4% |
| Participation rate | 87.5% | 75.2%+12.3pp | 81.9%+5.6pp | 67.2%+20.3pp |
| Annual return | 26.89% | 30.90%-4.0pp | 68.23%-41.3pp | 160.62%-133.7pp |
| Employer contribution / active EE | $1,392 | $3,537-60.6% | $4,856-71.3% | $2,670-47.9% |
| Participant deferral / active EE | $2,739 | $6,404-57.2% | $7,758-64.7% | $4,125-33.6% |
| Admin fee / account holder | $2,281 | $6,975-67.3% | $10,762-78.8% | $5,651-59.6% |