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 | $69,537 | $76,552-9.2% | $123,892-43.9% | $62,891+10.6% |
| Participation rate | 96.4% | 73.0%+23.4pp | 81.4%+15.0pp | 69.3%+27.1pp |
| Annual return | 6.55% | 18.68%-12.1pp | 47.52%-41.0pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,654 | $2,883-42.6% | $4,617-64.2% | $2,281-27.5% |
| Participant deferral / active EE | $5,778 | $4,840+19.4% | $5,984-3.4% | $3,203+80.4% |
| Admin fee / account holder | $6,344 | $4,826+31.5% | $8,357-24.1% | $4,296+47.7% |