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 | $60,554 | $96,956-37.5% | $70,014-13.5% | $273,961-77.9% |
| Participation rate | 81.8% | 77.1%+4.8pp | 71.8%+10.0pp | 83.0%-1.2pp |
| Annual return | 28.90% | 12.93%+16.0pp | 12.99%+15.9pp | 41.45%-12.6pp |
| Employer contribution / active EE | $2,352 | $3,316-29.1% | $2,338+0.6% | $4,869-51.7% |
| Participant deferral / active EE | $6,573 | $3,744+75.6% | $2,931+124.3% | $5,287+24.3% |
| Admin fee / account holder | $758 | $7,934-90.4% | $4,380-82.7% | $10,132-92.5% |