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 | $28,704 | $70,669-59.4% | $169,368-83.1% | $75,163-61.8% |
| Participation rate | 75.8% | 64.8%+11.0pp | 77.1%-1.4pp | 67.2%+8.6pp |
| Annual return | 15.51% | 36.36%-20.8pp | 405.60%-390.1pp | 160.62%-145.1pp |
| Employer contribution / active EE | $1,315 | $2,211-40.5% | $4,013-67.2% | $2,670-50.7% |
| Participant deferral / active EE | $4,777 | $4,311+10.8% | $6,221-23.2% | $4,125+15.8% |
| Admin fee / account holder | $363 | $5,402-93.3% | $9,003-96.0% | $5,651-93.6% |