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 | $79,155 | $93,571-15.4% | $135,903-41.8% | $75,163+5.3% |
| Participation rate | 70.0% | 75.2%-5.2pp | 81.9%-11.9pp | 67.2%+2.8pp |
| Annual return | 17.73% | 30.90%-13.2pp | 68.23%-50.5pp | 160.62%-142.9pp |
| Employer contribution / active EE | $2,567 | $3,537-27.4% | $4,856-47.1% | $2,670-3.8% |
| Participant deferral / active EE | $6,778 | $6,404+5.8% | $7,758-12.6% | $4,125+64.3% |
| Admin fee / account holder | $317 | $6,975-95.5% | $10,762-97.1% | $5,651-94.4% |