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 | $69,120 | $77,634-11.0% | $156,549-55.8% | $62,891+9.9% |
| Participation rate | 77.8% | 71.2%+6.6pp | 84.0%-6.2pp | 69.3%+8.5pp |
| Annual return | 6.52% | 50.32%-43.8pp | 32.23%-25.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $998 | $3,444-71.0% | $5,501-81.9% | $2,281-56.2% |
| Participant deferral / active EE | $2,141 | $3,045-29.7% | $4,871-56.0% | $3,203-33.1% |
| Admin fee / account holder | $970 | $5,561-82.6% | $13,027-92.6% | $4,296-77.4% |