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 | $74,840 | $76,552-2.2% | $123,892-39.6% | $62,891+19.0% |
| Participation rate | 87.5% | 73.0%+14.5pp | 81.4%+6.1pp | 69.3%+18.2pp |
| Annual return | 6.39% | 18.68%-12.3pp | 47.52%-41.1pp | 20.14%-13.8pp |
| Employer contribution / active EE | $4,619 | $2,883+60.2% | $4,6170% | $2,281+102.5% |
| Participant deferral / active EE | $5,237 | $4,840+8.2% | $5,984-12.5% | $3,203+63.5% |
| Admin fee / account holder | $6,656 | $4,826+37.9% | $8,357-20.4% | $4,296+54.9% |