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 | $64,093 | $77,634-17.4% | $156,549-59.1% | $62,891+1.9% |
| Participation rate | 90.1% | 71.2%+18.9pp | 84.0%+6.1pp | 69.3%+20.8pp |
| Annual return | 7.58% | 50.32%-42.7pp | 32.23%-24.6pp | 20.14%-12.6pp |
| Employer contribution / active EE | $3,851 | $3,444+11.8% | $5,501-30.0% | $2,281+68.8% |
| Participant deferral / active EE | $4,681 | $3,045+53.7% | $4,871-3.9% | $3,203+46.2% |
| Admin fee / account holder | $3,699 | $5,561-33.5% | $13,027-71.6% | $4,296-13.9% |