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 | $75,214 | $96,484-22.0% | $156,263-51.9% | $74,304+1.2% |
| Participation rate | 83.6% | 67.7%+16.0pp | 78.9%+4.7pp | 60.3%+23.3pp |
| Annual return | 13.74% | 17.73%-4.0pp | 59.47%-45.7pp | 29.43%-15.7pp |
| Employer contribution / active EE | $2,985 | $2,528+18.1% | $4,333-31.1% | $2,241+33.2% |
| Participant deferral / active EE | $5,273 | $4,286+23.0% | $6,158-14.4% | $3,767+40.0% |
| Admin fee / account holder | $12,104 | $3,728+224.7% | $14,255-15.1% | $2,969+307.7% |