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 | $82,875 | $108,825-23.8% | $156,181-46.9% | $82,448+0.5% |
| Participation rate | 78.9% | 72.4%+6.6pp | 78.8%+0.1pp | 68.1%+10.9pp |
| Annual return | 14.65% | 20.59%-5.9pp | 64.87%-50.2pp | 41.64%-27.0pp |
| Employer contribution / active EE | $2,034 | $2,870-29.1% | $4,294-52.6% | $2,551-20.3% |
| Participant deferral / active EE | $5,759 | $4,577+25.8% | $6,132-6.1% | $4,139+39.1% |
| Admin fee / account holder | $2,416 | $9,341-74.1% | $14,586-83.4% | $7,234-66.6% |