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 | $73,717 | $89,355-17.5% | $141,162-47.8% | $72,985+1.0% |
| Participation rate | 80.0% | 75.1%+4.9pp | 82.5%-2.5pp | 69.5%+10.5pp |
| Annual return | 26.06% | 111.85%-85.8pp | 71.39%-45.3pp | 81.00%-54.9pp |
| Employer contribution / active EE | $853 | $3,114-72.6% | $4,735-82.0% | $2,440-65.1% |
| Participant deferral / active EE | $5,386 | $5,418-0.6% | $6,709-19.7% | $3,607+49.3% |
| Admin fee / account holder | $4,063 | $5,958-31.8% | $10,261-60.4% | $5,124-20.7% |