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 | $70,009 | $77,634-9.8% | $156,549-55.3% | $62,891+11.3% |
| Participation rate | 85.2% | 71.2%+14.0pp | 84.0%+1.2pp | 69.3%+15.9pp |
| Annual return | 12.51% | 50.32%-37.8pp | 32.23%-19.7pp | 20.14%-7.6pp |
| Employer contribution / active EE | $2,469 | $3,444-28.3% | $5,501-55.1% | $2,281+8.2% |
| Participant deferral / active EE | $2,731 | $3,045-10.3% | $4,871-43.9% | $3,203-14.7% |
| Admin fee / account holder | $1,477 | $5,561-73.4% | $13,027-88.7% | $4,296-65.6% |