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 | $83,528 | $76,552+9.1% | $123,892-32.6% | $62,891+32.8% |
| Participation rate | 72.0% | 73.0%-1.0pp | 81.4%-9.4pp | 69.3%+2.7pp |
| Annual return | 9.48% | 18.68%-9.2pp | 47.52%-38.0pp | 20.14%-10.7pp |
| Employer contribution / active EE | $1,933 | $2,883-33.0% | $4,617-58.1% | $2,281-15.3% |
| Participant deferral / active EE | $4,875 | $4,840+0.7% | $5,984-18.5% | $3,203+52.2% |
| Admin fee / account holder | $15,752 | $4,826+226.4% | $8,357+88.5% | $4,296+266.7% |