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 | $73,783 | $83,477-11.6% | $125,175-41.1% | $72,985+1.1% |
| Participation rate | 94.7% | 73.3%+21.4pp | 79.8%+15.0pp | 69.5%+25.3pp |
| Annual return | 20.96% | 25.78%-4.8pp | 43.79%-22.8pp | 81.00%-60.0pp |
| Employer contribution / active EE | $2,078 | $2,345-11.4% | $3,865-46.2% | $2,440-14.8% |
| Participant deferral / active EE | $4,124 | $3,585+15.0% | $4,937-16.5% | $3,607+14.3% |
| Admin fee / account holder | $2,268 | $5,517-58.9% | $9,702-76.6% | $5,124-55.7% |