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 | $76,378 | $61,605+24.0% | $112,229-31.9% | $75,163+1.6% |
| Participation rate | 85.7% | 61.7%+24.0pp | 72.4%+13.3pp | 67.2%+18.5pp |
| Annual return | 18.49% | 28.47%-10.0pp | 30.20%-11.7pp | 160.62%-142.1pp |
| Employer contribution / active EE | $1,761 | $2,015-12.6% | $3,430-48.7% | $2,670-34.0% |
| Participant deferral / active EE | $4,294 | $3,108+38.2% | $4,798-10.5% | $4,125+4.1% |
| Admin fee / account holder | $746 | $4,862-84.6% | $7,748-90.4% | $5,651-86.8% |