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 | $83,562 | $91,552-8.7% | $133,956-37.6% | $79,858+4.6% |
| Participation rate | 72.0% | 73.3%-1.3pp | 79.8%-7.8pp | 69.6%+2.4pp |
| Annual return | 13.68% | 61.85%-48.2pp | 45.09%-31.4pp | 31.71%-18.0pp |
| Employer contribution / active EE | $1,177 | $2,384-50.6% | $3,919-70.0% | $2,471-52.4% |
| Participant deferral / active EE | $6,385 | $3,733+71.0% | $5,048+26.5% | $3,740+70.7% |
| Admin fee / account holder | $698 | $6,321-89.0% | $8,927-92.2% | $5,306-86.8% |