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 | $68,030 | $76,552-11.1% | $123,892-45.1% | $62,891+8.2% |
| Participation rate | 82.5% | 73.0%+9.5pp | 81.4%+1.0pp | 69.3%+13.2pp |
| Annual return | 10.71% | 18.68%-8.0pp | 47.52%-36.8pp | 20.14%-9.4pp |
| Employer contribution / active EE | $2,062 | $2,883-28.5% | $4,617-55.3% | $2,281-9.6% |
| Participant deferral / active EE | $4,572 | $4,840-5.5% | $5,984-23.6% | $3,203+42.8% |
| Admin fee / account holder | $1,743 | $4,826-63.9% | $8,357-79.1% | $4,296-59.4% |