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 | $71,872 | $85,766-16.2% | $136,294-47.3% | $70,131+2.5% |
| Participation rate | 89.7% | 74.2%+15.5pp | 81.9%+7.7pp | 69.5%+20.1pp |
| Annual return | 17.32% | 31.45%-14.1pp | 5155.94%-5138.6pp | 73.14%-55.8pp |
| Employer contribution / active EE | $706 | $2,966-76.2% | $4,695-85.0% | $2,342-69.9% |
| Participant deferral / active EE | $7,028 | $5,051+39.1% | $6,247+12.5% | $3,332+110.9% |
| Admin fee / account holder | $3,978 | $5,420-26.6% | $9,243-57.0% | $4,645-14.4% |