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 | $75,833 | $89,355-15.1% | $141,162-46.3% | $72,985+3.9% |
| Participation rate | 94.1% | 75.1%+19.0pp | 82.5%+11.6pp | 69.5%+24.6pp |
| Annual return | 23.68% | 111.85%-88.2pp | 71.39%-47.7pp | 81.00%-57.3pp |
| Employer contribution / active EE | $1,645 | $3,114-47.2% | $4,735-65.3% | $2,440-32.6% |
| Participant deferral / active EE | $4,307 | $5,418-20.5% | $6,709-35.8% | $3,607+19.4% |
| Admin fee / account holder | $4,176 | $5,958-29.9% | $10,261-59.3% | $5,124-18.5% |