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 | $72,892 | $77,813-6.3% | $123,544-41.0% | $64,186+13.6% |
| Participation rate | 93.6% | 74.7%+18.9pp | 82.3%+11.3pp | 69.6%+24.0pp |
| Annual return | 9.16% | 12.48%-3.3pp | 119.20%-110.0pp | 7.63%+1.5pp |
| Employer contribution / active EE | $2,325 | $3,014-22.9% | $4,628-49.8% | $2,381-2.3% |
| Participant deferral / active EE | $4,491 | $5,240-14.3% | $6,426-30.1% | $3,470+29.5% |
| Admin fee / account holder | $523 | $5,519-90.5% | $9,284-94.4% | $4,888-89.3% |