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 | $76,361 | $69,977+9.1% | $108,579-29.7% | $62,891+21.4% |
| Participation rate | 71.8% | 72.9%-1.1pp | 79.6%-7.8pp | 69.3%+2.5pp |
| Annual return | 6.34% | 10.73%-4.4pp | -51.70%+58.0pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,247 | $2,135-41.6% | $3,758-66.8% | $2,281-45.3% |
| Participant deferral / active EE | $1,927 | $3,165-39.1% | $4,311-55.3% | $3,203-39.9% |
| Admin fee / account holder | $781 | $5,076-84.6% | $7,645-89.8% | $4,296-81.8% |