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 | $65,446 | $76,552-14.5% | $123,892-47.2% | $62,891+4.1% |
| Participation rate | 97.6% | 73.0%+24.6pp | 81.4%+16.2pp | 69.3%+28.3pp |
| Annual return | 8.92% | 18.68%-9.8pp | 47.52%-38.6pp | 20.14%-11.2pp |
| Employer contribution / active EE | $1,309 | $2,883-54.6% | $4,617-71.6% | $2,281-42.6% |
| Participant deferral / active EE | $13,051 | $4,840+169.7% | $5,984+118.1% | $3,203+307.5% |
| Admin fee / account holder | $8,580 | $4,826+77.8% | $8,357+2.7% | $4,296+99.7% |