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 | $66,871 | $76,552-12.6% | $123,892-46.0% | $62,891+6.3% |
| Participation rate | 89.9% | 73.0%+16.9pp | 81.4%+8.5pp | 69.3%+20.6pp |
| Annual return | 8.34% | 18.68%-10.3pp | 47.52%-39.2pp | 20.14%-11.8pp |
| Employer contribution / active EE | $758 | $2,883-73.7% | $4,617-83.6% | $2,281-66.8% |
| Participant deferral / active EE | $5,724 | $4,840+18.3% | $5,984-4.4% | $3,203+78.7% |
| Admin fee / account holder | $6,569 | $4,826+36.1% | $8,357-21.4% | $4,296+52.9% |