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 | $68,794 | $83,337-17.5% | $67,834+1.4% | $273,961-74.9% |
| Participation rate | 84.6% | 76.4%+8.2pp | 68.8%+15.8pp | 83.0%+1.6pp |
| Annual return | 6.71% | 259.45%-252.7pp | 138.47%-131.8pp | 41.45%-34.7pp |
| Employer contribution / active EE | $1,517 | $3,287-53.9% | $2,403-36.9% | $4,869-68.8% |
| Participant deferral / active EE | $4,183 | $4,088+2.3% | $3,160+32.4% | $5,287-20.9% |
| Admin fee / account holder | $461 | $6,752-93.2% | $4,622-90.0% | $10,132-95.5% |