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 | $79,324 | $76,552+3.6% | $123,892-36.0% | $62,891+26.1% |
| Participation rate | 78.6% | 73.0%+5.6pp | 81.4%-2.8pp | 69.3%+9.3pp |
| Annual return | 8.28% | 18.68%-10.4pp | 47.52%-39.2pp | 20.14%-11.9pp |
| Employer contribution / active EE | $1,242 | $2,883-56.9% | $4,617-73.1% | $2,281-45.5% |
| Participant deferral / active EE | $4,974 | $4,840+2.8% | $5,984-16.9% | $3,203+55.3% |
| Admin fee / account holder | $939 | $4,826-80.5% | $8,357-88.8% | $4,296-78.1% |