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 | $64,490 | $77,634-16.9% | $156,549-58.8% | $62,891+2.5% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.44% | 50.32%-42.9pp | 32.23%-24.8pp | 20.14%-12.7pp |
| Employer contribution / active EE | $2,376 | $3,444-31.0% | $5,501-56.8% | $2,281+4.2% |
| Participant deferral / active EE | $4,459 | $3,045+46.4% | $4,871-8.5% | $3,203+39.2% |
| Admin fee / account holder | $2,356 | $5,561-57.6% | $13,027-81.9% | $4,296-45.2% |