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 | $74,196 | $89,355-17.0% | $141,162-47.4% | $72,985+1.7% |
| Participation rate | 73.1% | 75.1%-2.0pp | 82.5%-9.4pp | 69.5%+3.6pp |
| Annual return | 26.05% | 111.85%-85.8pp | 71.39%-45.3pp | 81.00%-55.0pp |
| Employer contribution / active EE | $3,295 | $3,114+5.8% | $4,735-30.4% | $2,440+35.0% |
| Participant deferral / active EE | $6,322 | $5,418+16.7% | $6,709-5.8% | $3,607+75.3% |
| Admin fee / account holder | $658 | $5,958-88.9% | $10,261-93.6% | $5,124-87.2% |