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 | $64,993 | $76,552-15.1% | $123,892-47.5% | $62,891+3.3% |
| Participation rate | 80.0% | 73.0%+7.0pp | 81.4%-1.4pp | 69.3%+10.7pp |
| Annual return | 10.39% | 18.68%-8.3pp | 47.52%-37.1pp | 20.14%-9.8pp |
| Employer contribution / active EE | $1,373 | $2,883-52.4% | $4,617-70.3% | $2,281-39.8% |
| Participant deferral / active EE | $4,632 | $4,840-4.3% | $5,984-22.6% | $3,203+44.6% |
| Admin fee / account holder | $11,335 | $4,826+134.9% | $8,357+35.6% | $4,296+163.9% |