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 | $71,554 | $77,634-7.8% | $156,549-54.3% | $62,891+13.8% |
| Participation rate | 95.1% | 71.2%+23.9pp | 84.0%+11.1pp | 69.3%+25.8pp |
| Annual return | 7.48% | 50.32%-42.8pp | 32.23%-24.7pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,933 | $3,444-43.9% | $5,501-64.9% | $2,281-15.3% |
| Participant deferral / active EE | $4,121 | $3,045+35.3% | $4,871-15.4% | $3,203+28.7% |
| Admin fee / account holder | $1,743 | $5,561-68.7% | $13,027-86.6% | $4,296-59.4% |