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 | $77,176 | $89,355-13.6% | $141,162-45.3% | $72,985+5.7% |
| Participation rate | 89.1% | 75.1%+14.0pp | 82.5%+6.6pp | 69.5%+19.6pp |
| Annual return | 22.85% | 111.85%-89.0pp | 71.39%-48.5pp | 81.00%-58.1pp |
| Employer contribution / active EE | $4,744 | $3,114+52.3% | $4,735+0.2% | $2,440+94.4% |
| Participant deferral / active EE | $3,917 | $5,418-27.7% | $6,709-41.6% | $3,607+8.6% |
| Admin fee / account holder | $7,803 | $5,958+31.0% | $10,261-24.0% | $5,124+52.3% |