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 | $65,377 | $77,634-15.8% | $156,549-58.2% | $62,891+4.0% |
| Participation rate | 89.0% | 71.2%+17.8pp | 84.0%+5.0pp | 69.3%+19.7pp |
| Annual return | 7.52% | 50.32%-42.8pp | 32.23%-24.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $3,347 | $3,444-2.8% | $5,501-39.2% | $2,281+46.8% |
| Participant deferral / active EE | $2,490 | $3,045-18.2% | $4,871-48.9% | $3,203-22.3% |
| Admin fee / account holder | $6,879 | $5,561+23.7% | $13,027-47.2% | $4,296+60.1% |