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 | $66,574 | $77,634-14.2% | $156,549-57.5% | $62,891+5.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.95% | 50.32%-41.4pp | 32.23%-23.3pp | 20.14%-11.2pp |
| Employer contribution / active EE | $2,249 | $3,444-34.7% | $5,501-59.1% | $2,281-1.4% |
| Participant deferral / active EE | $5,352 | $3,045+75.7% | $4,871+9.9% | $3,203+67.1% |
| Admin fee / account holder | $3,957 | $5,561-28.8% | $13,027-69.6% | $4,296-7.9% |