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 | $63,229 | $80,753-21.7% | $136,294-53.6% | $62,292+1.5% |
| Participation rate | 94.0% | 73.5%+20.4pp | 81.9%+12.0pp | 69.5%+24.5pp |
| Annual return | 17.11% | 35.83%-18.7pp | 5155.94%-5138.8pp | 28.90%-11.8pp |
| Employer contribution / active EE | $3,433 | $2,884+19.1% | $4,695-26.9% | $2,042+68.1% |
| Participant deferral / active EE | $3,435 | $5,164-33.5% | $6,247-45.0% | $3,169+8.4% |
| Admin fee / account holder | $3,643 | $525+593.3% | $9,243-60.6% | $479+659.9% |