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 | $77,356 | $109,359-29.3% | $162,163-52.3% | $72,985+6.0% |
| Participation rate | 82.8% | 84.3%-1.5pp | 87.6%-4.8pp | 69.5%+13.3pp |
| Annual return | 23.24% | 25.46%-2.2pp | 115.59%-92.4pp | 81.00%-57.8pp |
| Employer contribution / active EE | $1,633 | $3,907-58.2% | $5,614-70.9% | $2,440-33.1% |
| Participant deferral / active EE | $2,720 | $5,481-50.4% | $7,298-62.7% | $3,607-24.6% |
| Admin fee / account holder | $458 | $7,972-94.3% | $10,843-95.8% | $5,124-91.1% |