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 | $74,721 | $89,355-16.4% | $141,162-47.1% | $72,985+2.4% |
| Participation rate | 77.8% | 75.1%+2.7pp | 82.5%-4.7pp | 69.5%+8.3pp |
| Annual return | 22.72% | 111.85%-89.1pp | 71.39%-48.7pp | 81.00%-58.3pp |
| Employer contribution / active EE | $2,761 | $3,114-11.4% | $4,735-41.7% | $2,440+13.2% |
| Participant deferral / active EE | $6,197 | $5,418+14.4% | $6,709-7.6% | $3,607+71.8% |
| Admin fee / account holder | $1,274 | $5,958-78.6% | $10,261-87.6% | $5,124-75.1% |