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 | $63,205 | $76,552-17.4% | $123,892-49.0% | $62,891+0.5% |
| Participation rate | 82.5% | 73.0%+9.5pp | 81.4%+1.1pp | 69.3%+13.2pp |
| Annual return | 10.42% | 18.68%-8.3pp | 47.52%-37.1pp | 20.14%-9.7pp |
| Employer contribution / active EE | $4,709 | $2,883+63.4% | $4,617+2.0% | $2,281+106.5% |
| Participant deferral / active EE | $5,910 | $4,840+22.1% | $5,984-1.2% | $3,203+84.5% |
| Admin fee / account holder | $3,064 | $4,826-36.5% | $8,357-63.3% | $4,296-28.7% |