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 | $89,005 | $55,706+59.8% | $75,886+17.3% | $72,985+21.9% |
| Participation rate | 70.3% | 61.1%+9.2pp | 69.3%+1.0pp | 69.5%+0.8pp |
| Annual return | 16.68% | 27.59%-10.9pp | 30.76%-14.1pp | 81.00%-64.3pp |
| Employer contribution / active EE | $1,404 | $1,687-16.8% | $2,500-43.9% | $2,440-42.5% |
| Participant deferral / active EE | $4,695 | $2,634+78.2% | $3,603+30.3% | $3,607+30.1% |
| Admin fee / account holder | $34,134 | $3,978+758.0% | $5,418+530.0% | $5,124+566.1% |