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 | $66,640 | $76,552-12.9% | $123,892-46.2% | $62,891+6.0% |
| Participation rate | 91.9% | 73.0%+19.0pp | 81.4%+10.5pp | 69.3%+22.6pp |
| Annual return | 10.65% | 18.68%-8.0pp | 47.52%-36.9pp | 20.14%-9.5pp |
| Employer contribution / active EE | $2,211 | $2,883-23.3% | $4,617-52.1% | $2,281-3.1% |
| Participant deferral / active EE | $8,671 | $4,840+79.2% | $5,984+44.9% | $3,203+170.7% |
| Admin fee / account holder | $1,347 | $4,826-72.1% | $8,357-83.9% | $4,296-68.6% |