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 | $74,247 | $76,552-3.0% | $123,892-40.1% | $62,891+18.1% |
| Participation rate | 90.9% | 73.0%+17.9pp | 81.4%+9.5pp | 69.3%+21.6pp |
| Annual return | 10.61% | 18.68%-8.1pp | 47.52%-36.9pp | 20.14%-9.5pp |
| Employer contribution / active EE | $1,260 | $2,883-56.3% | $4,617-72.7% | $2,281-44.8% |
| Participant deferral / active EE | $10,295 | $4,840+112.7% | $5,984+72.0% | $3,203+221.4% |
| Admin fee / account holder | $5,431 | $4,826+12.5% | $8,357-35.0% | $4,296+26.4% |