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 | $66,419 | $76,552-13.2% | $123,892-46.4% | $62,891+5.6% |
| Participation rate | 82.8% | 73.0%+9.8pp | 81.4%+1.3pp | 69.3%+13.5pp |
| Annual return | 7.58% | 18.68%-11.1pp | 47.52%-39.9pp | 20.14%-12.6pp |
| Employer contribution / active EE | $2,224 | $2,883-22.8% | $4,617-51.8% | $2,281-2.5% |
| Participant deferral / active EE | $4,225 | $4,840-12.7% | $5,984-29.4% | $3,203+31.9% |
| Admin fee / account holder | $11,137 | $4,826+130.8% | $8,357+33.3% | $4,296+159.3% |