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 | $84,808 | $101,724-16.6% | $164,813-48.5% | $80,856+4.9% |
| Participation rate | 72.9% | 71.8%+1.1pp | 78.6%-5.7pp | 67.6%+5.3pp |
| Annual return | 10.97% | 16.72%-5.7pp | 69.93%-59.0pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,852 | $2,953-37.3% | $4,341-57.3% | $2,755-32.8% |
| Participant deferral / active EE | $4,145 | $4,477-7.4% | $6,031-31.3% | $4,296-3.5% |
| Admin fee / account holder | $24,072 | $8,227+192.6% | $12,690+89.7% | $6,918+248.0% |