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 | $66,780 | $77,634-14.0% | $156,549-57.3% | $62,891+6.2% |
| Participation rate | 88.5% | 71.2%+17.3pp | 84.0%+4.4pp | 69.3%+19.2pp |
| Annual return | 12.19% | 50.32%-38.1pp | 32.23%-20.0pp | 20.14%-7.9pp |
| Employer contribution / active EE | $1,399 | $3,444-59.4% | $5,501-74.6% | $2,281-38.6% |
| Participant deferral / active EE | $4,617 | $3,045+51.6% | $4,871-5.2% | $3,203+44.2% |
| Admin fee / account holder | $4,490 | $5,561-19.3% | $13,027-65.5% | $4,296+4.5% |