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 | $72,986 | $76,552-4.7% | $123,892-41.1% | $62,891+16.1% |
| Participation rate | 87.1% | 73.0%+14.2pp | 81.4%+5.7pp | 69.3%+17.8pp |
| Annual return | 8.83% | 18.68%-9.8pp | 47.52%-38.7pp | 20.14%-11.3pp |
| Employer contribution / active EE | $799 | $2,883-72.3% | $4,617-82.7% | $2,281-65.0% |
| Participant deferral / active EE | $9,392 | $4,840+94.1% | $5,984+56.9% | $3,203+193.2% |
| Admin fee / account holder | $856 | $4,826-82.3% | $8,357-89.8% | $4,296-80.1% |