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 | $84,386 | $101,724-17.0% | $164,813-48.8% | $80,856+4.4% |
| Participation rate | 84.8% | 71.8%+13.0pp | 78.6%+6.2pp | 67.6%+17.2pp |
| Annual return | 12.07% | 16.72%-4.6pp | 69.93%-57.9pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,967 | $2,953-33.4% | $4,341-54.7% | $2,755-28.6% |
| Participant deferral / active EE | $3,357 | $4,477-25.0% | $6,031-44.3% | $4,296-21.9% |
| Admin fee / account holder | $524 | $8,227-93.6% | $12,690-95.9% | $6,918-92.4% |