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 | $68,023 | $76,552-11.1% | $123,892-45.1% | $62,891+8.2% |
| Participation rate | 92.6% | 73.0%+19.7pp | 81.4%+11.2pp | 69.3%+23.3pp |
| Annual return | 13.02% | 18.68%-5.7pp | 47.52%-34.5pp | 20.14%-7.1pp |
| Employer contribution / active EE | $2,051 | $2,883-28.8% | $4,617-55.6% | $2,281-10.1% |
| Participant deferral / active EE | $7,487 | $4,840+54.7% | $5,984+25.1% | $3,203+133.8% |
| Admin fee / account holder | $3,124 | $4,826-35.3% | $8,357-62.6% | $4,296-27.3% |