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 | $63,492 | $77,634-18.2% | $156,549-59.4% | $62,891+1.0% |
| Participation rate | 81.4% | 71.2%+10.2pp | 84.0%-2.6pp | 69.3%+12.1pp |
| Annual return | 7.28% | 50.32%-43.0pp | 32.23%-24.9pp | 20.14%-12.9pp |
| Employer contribution / active EE | $957 | $3,444-72.2% | $5,501-82.6% | $2,281-58.0% |
| Participant deferral / active EE | $1,592 | $3,045-47.7% | $4,871-67.3% | $3,203-50.3% |
| Admin fee / account holder | $2,130 | $5,561-61.7% | $13,027-83.6% | $4,296-50.4% |