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 | $71,703 | $76,552-6.3% | $123,892-42.1% | $62,891+14.0% |
| Participation rate | 92.5% | 73.0%+19.5pp | 81.4%+11.1pp | 69.3%+23.2pp |
| Annual return | 6.42% | 18.68%-12.3pp | 47.52%-41.1pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,280 | $2,883-55.6% | $4,617-72.3% | $2,281-43.9% |
| Participant deferral / active EE | $5,334 | $4,840+10.2% | $5,984-10.9% | $3,203+66.5% |
| Admin fee / account holder | $15,476 | $4,826+220.7% | $8,357+85.2% | $4,296+260.3% |