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 4-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 | $63,486 | $76,552-17.1% | $123,892-48.8% | $62,891+0.9% |
| Participation rate | 87.2% | 73.0%+14.2pp | 81.4%+5.8pp | 69.3%+17.9pp |
| Annual return | 9.00% | 18.68%-9.7pp | 47.52%-38.5pp | 20.14%-11.1pp |
| Employer contribution / active EE | $830 | $2,883-71.2% | $4,617-82.0% | $2,281-63.6% |
| Participant deferral / active EE | $2,891 | $4,840-40.3% | $5,984-51.7% | $3,203-9.7% |
| Admin fee / account holder | $7,447 | $4,826+54.3% | $8,357-10.9% | $4,296+73.4% |