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 | $66,055 | $76,552-13.7% | $123,892-46.7% | $62,891+5.0% |
| Participation rate | 88.0% | 73.0%+15.0pp | 81.4%+6.6pp | 69.3%+18.7pp |
| Annual return | 77.91% | 18.68%+59.2pp | 47.52%+30.4pp | 20.14%+57.8pp |
| Employer contribution / active EE | $1,918 | $2,883-33.5% | $4,617-58.5% | $2,281-15.9% |
| Participant deferral / active EE | $5,735 | $4,840+18.5% | $5,984-4.2% | $3,203+79.0% |
| Admin fee / account holder | $556 | $4,826-88.5% | $8,357-93.4% | $4,296-87.1% |