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 | $78,919 | $89,355-11.7% | $141,162-44.1% | $72,985+8.1% |
| Participation rate | 83.8% | 75.1%+8.7pp | 82.5%+1.3pp | 69.5%+14.3pp |
| Annual return | 25.06% | 111.85%-86.8pp | 71.39%-46.3pp | 81.00%-55.9pp |
| Employer contribution / active EE | $2,261 | $3,114-27.4% | $4,735-52.2% | $2,440-7.3% |
| Participant deferral / active EE | $6,360 | $5,418+17.4% | $6,709-5.2% | $3,607+76.3% |
| Admin fee / account holder | $10,368 | $5,958+74.0% | $10,261+1.0% | $5,124+102.3% |