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 | $66,759 | $95,561-30.1% | $77,163-13.5% | $139,434-52.1% |
| Participation rate | 89.5% | 73.9%+15.5pp | 69.6%+19.9pp | 80.3%+9.2pp |
| Annual return | 13.54% | 54.92%-41.4pp | 37.87%-24.3pp | 372.94%-359.4pp |
| Employer contribution / active EE | $1,908 | $3,147-39.4% | $2,535-24.7% | $4,751-59.8% |
| Participant deferral / active EE | $4,241 | $4,624-8.3% | $3,833+10.6% | $6,710-36.8% |
| Admin fee / account holder | $2,028 | $8,295-75.5% | $5,472-62.9% | $11,403-82.2% |