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 | $64,509 | $76,552-15.7% | $123,892-47.9% | $62,891+2.6% |
| Participation rate | 80.4% | 73.0%+7.4pp | 81.4%-1.0pp | 69.3%+11.1pp |
| Annual return | 9.59% | 18.68%-9.1pp | 47.52%-37.9pp | 20.14%-10.6pp |
| Employer contribution / active EE | $3,296 | $2,883+14.3% | $4,617-28.6% | $2,281+44.5% |
| Participant deferral / active EE | $6,600 | $4,840+36.4% | $5,984+10.3% | $3,203+106.1% |
| Admin fee / account holder | $2,087 | $4,826-56.8% | $8,357-75.0% | $4,296-51.4% |