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 | $64,340 | $89,355-28.0% | $141,162-54.4% | $72,985-11.8% |
| Participation rate | 72.0% | 75.1%-3.2pp | 82.5%-10.5pp | 69.5%+2.5pp |
| Annual return | 22.56% | 111.85%-89.3pp | 71.39%-48.8pp | 81.00%-58.4pp |
| Employer contribution / active EE | $1,451 | $3,114-53.4% | $4,735-69.4% | $2,440-40.5% |
| Participant deferral / active EE | $3,869 | $5,418-28.6% | $6,709-42.3% | $3,607+7.3% |
| Admin fee / account holder | $9,463 | $5,958+58.8% | $10,261-7.8% | $5,124+84.7% |