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 | $69,942 | $76,552-8.6% | $123,892-43.5% | $62,891+11.2% |
| Participation rate | 80.6% | 73.0%+7.6pp | 81.4%-0.9pp | 69.3%+11.2pp |
| Annual return | 7.64% | 18.68%-11.0pp | 47.52%-39.9pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,484 | $2,883-48.5% | $4,617-67.9% | $2,281-34.9% |
| Participant deferral / active EE | $2,955 | $4,840-38.9% | $5,984-50.6% | $3,203-7.7% |
| Admin fee / account holder | $9,069 | $4,826+87.9% | $8,357+8.5% | $4,296+111.1% |