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 | $63,045 | $76,552-17.6% | $123,892-49.1% | $62,891+0.2% |
| Participation rate | 94.0% | 73.0%+21.0pp | 81.4%+12.6pp | 69.3%+24.7pp |
| Annual return | 7.58% | 18.68%-11.1pp | 47.52%-39.9pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,545 | $2,883-46.4% | $4,617-66.5% | $2,281-32.2% |
| Participant deferral / active EE | $10,147 | $4,840+109.7% | $5,984+69.6% | $3,203+216.8% |
| Admin fee / account holder | $6,707 | $4,826+39.0% | $8,357-19.7% | $4,296+56.1% |