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 | $42,280 | $98,750-57.2% | $149,696-71.8% | $79,858-47.1% |
| Participation rate | 75.7% | 75.8%-0.1pp | 82.5%-6.8pp | 69.6%+6.0pp |
| Annual return | 13.91% | 27.43%-13.5pp | 276.60%-262.7pp | 31.71%-17.8pp |
| Employer contribution / active EE | $2,010 | $3,216-37.5% | $4,644-56.7% | $2,471-18.7% |
| Participant deferral / active EE | $4,730 | $5,680-16.7% | $6,842-30.9% | $3,740+26.5% |
| Admin fee / account holder | $7,307 | $6,053+20.7% | $9,309-21.5% | $5,306+37.7% |