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 | $66,545 | $76,552-13.1% | $123,892-46.3% | $62,891+5.8% |
| Participation rate | 98.5% | 73.0%+25.5pp | 81.4%+17.1pp | 69.3%+29.2pp |
| Annual return | 10.31% | 18.68%-8.4pp | 47.52%-37.2pp | 20.14%-9.8pp |
| Employer contribution / active EE | $2,288 | $2,883-20.6% | $4,617-50.4% | $2,281+0.3% |
| Participant deferral / active EE | $4,523 | $4,840-6.6% | $5,984-24.4% | $3,203+41.2% |
| Admin fee / account holder | $3,730 | $4,826-22.7% | $8,357-55.4% | $4,296-13.2% |