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 | $66,275 | $76,552-13.4% | $123,892-46.5% | $62,891+5.4% |
| Participation rate | 97.6% | 73.0%+24.6pp | 81.4%+16.2pp | 69.3%+28.3pp |
| Annual return | 10.34% | 18.68%-8.3pp | 47.52%-37.2pp | 20.14%-9.8pp |
| Employer contribution / active EE | $3,787 | $2,883+31.4% | $4,617-18.0% | $2,281+66.0% |
| Participant deferral / active EE | $8,504 | $4,840+75.7% | $5,984+42.1% | $3,203+165.5% |
| Admin fee / account holder | $2,861 | $4,826-40.7% | $8,357-65.8% | $4,296-33.4% |