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 | $73,081 | $89,355-18.2% | $141,162-48.2% | $72,985+0.1% |
| Participation rate | 86.2% | 75.1%+11.1pp | 82.5%+3.7pp | 69.5%+16.7pp |
| Annual return | 20.17% | 111.85%-91.7pp | 71.39%-51.2pp | 81.00%-60.8pp |
| Employer contribution / active EE | $1,060 | $3,114-66.0% | $4,735-77.6% | $2,440-56.5% |
| Participant deferral / active EE | $4,777 | $5,418-11.8% | $6,709-28.8% | $3,607+32.4% |
| Admin fee / account holder | $7,995 | $5,958+34.2% | $10,261-22.1% | $5,124+56.0% |