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 | $65,945 | $76,552-13.9% | $123,892-46.8% | $62,891+4.9% |
| Participation rate | 93.5% | 73.0%+20.6pp | 81.4%+12.1pp | 69.3%+24.2pp |
| Annual return | 12.21% | 18.68%-6.5pp | 47.52%-35.3pp | 20.14%-7.9pp |
| Employer contribution / active EE | $2,847 | $2,883-1.2% | $4,617-38.3% | $2,281+24.8% |
| Participant deferral / active EE | $5,837 | $4,840+20.6% | $5,984-2.5% | $3,203+82.2% |
| Admin fee / account holder | $554 | $4,826-88.5% | $8,357-93.4% | $4,296-87.1% |