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 | $60,865 | $77,164-21.1% | $178,014-65.8% | $80,874-24.7% |
| Participation rate | 88.2% | 65.7%+22.5pp | 77.1%+11.1pp | 67.6%+20.6pp |
| Annual return | 11.86% | 18.09%-6.2pp | 294.80%-282.9pp | 35.62%-23.8pp |
| Employer contribution / active EE | $1,194 | $2,288-47.8% | $3,950-69.8% | $2,756-56.7% |
| Participant deferral / active EE | $7,841 | $4,408+77.9% | $6,276+24.9% | $4,297+82.5% |
| Admin fee / account holder | $1,658 | $7,164-76.9% | $10,362-84.0% | $6,935-76.1% |