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 | $50,190 | $46,869+7.1% | $122,332-59.0% | $70,131-28.4% |
| Participation rate | 88.7% | 58.2%+30.5pp | 71.6%+17.1pp | 69.5%+19.2pp |
| Annual return | 14.79% | 24.22%-9.4pp | 30.27%-15.5pp | 73.14%-58.3pp |
| Employer contribution / active EE | $1,294 | $1,288+0.5% | $4,050-68.0% | $2,342-44.7% |
| Participant deferral / active EE | $3,009 | $2,166+38.9% | $3,287-8.5% | $3,332-9.7% |
| Admin fee / account holder | $884 | $3,322-73.4% | $5,478-83.9% | $4,645-81.0% |