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 | $72,498 | $84,233-13.9% | $170,442-57.5% | $70,131+3.4% |
| Participation rate | 85.1% | 70.8%+14.3pp | 83.6%+1.5pp | 69.5%+15.6pp |
| Annual return | 15.35% | 23.06%-7.7pp | 205.93%-190.6pp | 73.14%-57.8pp |
| Employer contribution / active EE | $1,556 | $3,387-54.1% | $5,433-71.4% | $2,342-33.6% |
| Participant deferral / active EE | $4,036 | $3,086+30.8% | $4,939-18.3% | $3,332+21.1% |
| Admin fee / account holder | $5,672 | $5,698-0.5% | $13,880-59.1% | $4,645+22.1% |