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 | $29,952 | $89,355-66.5% | $141,162-78.8% | $72,985-59.0% |
| Participation rate | 77.8% | 75.1%+2.7pp | 82.5%-4.7pp | 69.5%+8.3pp |
| Annual return | 20.46% | 111.85%-91.4pp | 71.39%-50.9pp | 81.00%-60.5pp |
| Employer contribution / active EE | $964 | $3,114-69.0% | $4,735-79.6% | $2,440-60.5% |
| Participant deferral / active EE | $3,680 | $5,418-32.1% | $6,709-45.1% | $3,607+2.0% |
| Admin fee / account holder | $4,131 | $5,958-30.7% | $10,261-59.7% | $5,124-19.4% |