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 | $73,053 | $77,634-5.9% | $156,549-53.3% | $62,891+16.2% |
| Participation rate | 86.0% | 71.2%+14.8pp | 84.0%+2.0pp | 69.3%+16.7pp |
| Annual return | 9.58% | 50.32%-40.7pp | 32.23%-22.6pp | 20.14%-10.6pp |
| Employer contribution / active EE | $1,125 | $3,444-67.3% | $5,501-79.6% | $2,281-50.7% |
| Participant deferral / active EE | $4,575 | $3,045+50.2% | $4,871-6.1% | $3,203+42.8% |
| Admin fee / account holder | $1,139 | $5,561-79.5% | $13,027-91.3% | $4,296-73.5% |