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 | $67,609 | $91,552-26.2% | $133,956-49.5% | $79,858-15.3% |
| Participation rate | 76.5% | 73.3%+3.2pp | 79.8%-3.3pp | 69.6%+6.9pp |
| Annual return | 15.51% | 61.85%-46.3pp | 45.09%-29.6pp | 31.71%-16.2pp |
| Employer contribution / active EE | $2,155 | $2,384-9.6% | $3,919-45.0% | $2,471-12.8% |
| Participant deferral / active EE | $4,722 | $3,733+26.5% | $5,048-6.5% | $3,740+26.2% |
| Admin fee / account holder | $3,236 | $6,321-48.8% | $8,927-63.8% | $5,306-39.0% |