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 | $64,209 | $56,054+14.5% | $171,082-62.5% | $62,891+2.1% |
| Participation rate | 89.5% | 62.9%+26.6pp | 76.7%+12.8pp | 69.3%+20.2pp |
| Annual return | 7.09% | 22.52%-15.4pp | 32.56%-25.5pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,075 | $1,731-37.9% | $4,002-73.1% | $2,281-52.9% |
| Participant deferral / active EE | $4,773 | $3,158+51.1% | $4,797-0.5% | $3,203+49.0% |
| Admin fee / account holder | $5,759 | $3,647+57.9% | $8,520-32.4% | $4,296+34.1% |