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 | $18,208 | $76,407-76.2% | $150,298-87.9% | $82,448-77.9% |
| Participation rate | 75.5% | 66.4%+9.1pp | 77.8%-2.2pp | 68.1%+7.4pp |
| Annual return | 15.53% | 39.99%-24.5pp | 62.79%-47.3pp | 41.64%-26.1pp |
| Employer contribution / active EE | $1,433 | $2,614-45.2% | $4,154-65.5% | $2,551-43.8% |
| Participant deferral / active EE | $3,252 | $3,214+1.2% | $5,453-40.4% | $4,139-21.4% |
| Admin fee / account holder | $822 | $6,352-87.1% | $14,116-94.2% | $7,234-88.6% |