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 | $76,107 | $89,355-14.8% | $141,162-46.1% | $72,985+4.3% |
| Participation rate | 93.1% | 75.1%+18.0pp | 82.5%+10.6pp | 69.5%+23.6pp |
| Annual return | 23.43% | 111.85%-88.4pp | 71.39%-48.0pp | 81.00%-57.6pp |
| Employer contribution / active EE | $2,587 | $3,114-16.9% | $4,735-45.4% | $2,440+6.0% |
| Participant deferral / active EE | $7,240 | $5,418+33.6% | $6,709+7.9% | $3,607+100.7% |
| Admin fee / account holder | $7,426 | $5,958+24.6% | $10,261-27.6% | $5,124+44.9% |