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 9-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 | $77,821 | $76,552+1.7% | $123,892-37.2% | $62,891+23.7% |
| Participation rate | 77.4% | 73.0%+4.4pp | 81.4%-4.0pp | 69.3%+8.1pp |
| Annual return | 9.76% | 18.68%-8.9pp | 47.52%-37.8pp | 20.14%-10.4pp |
| Employer contribution / active EE | $979 | $2,883-66.0% | $4,617-78.8% | $2,281-57.1% |
| Participant deferral / active EE | $8,585 | $4,840+77.4% | $5,984+43.5% | $3,203+168.0% |
| Admin fee / account holder | $3,414 | $4,826-29.2% | $8,357-59.1% | $4,296-20.5% |