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 | $69,745 | $77,634-10.2% | $156,549-55.4% | $62,891+10.9% |
| Participation rate | 70.8% | 71.2%-0.4pp | 84.0%-13.2pp | 69.3%+1.5pp |
| Annual return | 6.58% | 50.32%-43.7pp | 32.23%-25.6pp | 20.14%-13.6pp |
| Employer contribution / active EE | $2,479 | $3,444-28.0% | $5,501-54.9% | $2,281+8.7% |
| Participant deferral / active EE | $5,930 | $3,045+94.7% | $4,871+21.7% | $3,203+85.1% |
| Admin fee / account holder | $7,622 | $5,561+37.1% | $13,027-41.5% | $4,296+77.4% |