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 | $69,248 | $77,634-10.8% | $156,549-55.8% | $62,891+10.1% |
| Participation rate | 85.7% | 71.2%+14.5pp | 84.0%+1.7pp | 69.3%+16.4pp |
| Annual return | 4.89% | 50.32%-45.4pp | 32.23%-27.3pp | 20.14%-15.3pp |
| Employer contribution / active EE | $1,494 | $3,444-56.6% | $5,501-72.8% | $2,281-34.5% |
| Participant deferral / active EE | $5,974 | $3,045+96.2% | $4,871+22.6% | $3,203+86.5% |
| Admin fee / account holder | $945 | $5,561-83.0% | $13,027-92.7% | $4,296-78.0% |