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 | $61,180 | $56,054+9.1% | $171,082-64.2% | $62,891-2.7% |
| Participation rate | 91.9% | 62.9%+29.0pp | 76.7%+15.2pp | 69.3%+22.6pp |
| Annual return | 7.86% | 22.52%-14.7pp | 32.56%-24.7pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,501 | $1,731-13.3% | $4,002-62.5% | $2,281-34.2% |
| Participant deferral / active EE | $5,268 | $3,158+66.8% | $4,797+9.8% | $3,203+64.5% |
| Admin fee / account holder | $742 | $3,647-79.7% | $8,520-91.3% | $4,296-82.7% |