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 | $66,758 | $77,634-14.0% | $156,549-57.4% | $62,891+6.1% |
| Participation rate | 94.9% | 71.2%+23.7pp | 84.0%+10.9pp | 69.3%+25.6pp |
| Annual return | 7.66% | 50.32%-42.7pp | 32.23%-24.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $918 | $3,444-73.3% | $5,501-83.3% | $2,281-59.7% |
| Participant deferral / active EE | $4,875 | $3,045+60.1% | $4,871+0.1% | $3,203+52.2% |
| Admin fee / account holder | $1,150 | $5,561-79.3% | $13,027-91.2% | $4,296-73.2% |