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 | $64,884 | $69,977-7.3% | $108,579-40.2% | $62,891+3.2% |
| Participation rate | 93.8% | 72.9%+20.9pp | 79.6%+14.2pp | 69.3%+24.4pp |
| Annual return | 6.36% | 10.73%-4.4pp | -51.70%+58.1pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,595 | $2,135-25.3% | $3,758-57.6% | $2,281-30.1% |
| Participant deferral / active EE | $3,315 | $3,165+4.8% | $4,311-23.1% | $3,203+3.5% |
| Admin fee / account holder | $1,389 | $5,076-72.6% | $7,645-81.8% | $4,296-67.7% |