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 | $70,700 | $76,552-7.6% | $123,892-42.9% | $62,891+12.4% |
| Participation rate | 92.9% | 73.0%+19.9pp | 81.4%+11.4pp | 69.3%+23.6pp |
| Annual return | 9.33% | 18.68%-9.3pp | 47.52%-38.2pp | 20.14%-10.8pp |
| Employer contribution / active EE | $1,167 | $2,883-59.5% | $4,617-74.7% | $2,281-48.8% |
| Participant deferral / active EE | $5,321 | $4,840+9.9% | $5,984-11.1% | $3,203+66.1% |
| Admin fee / account holder | $794 | $4,826-83.5% | $8,357-90.5% | $4,296-81.5% |