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 | $75,715 | $69,977+8.2% | $108,579-30.3% | $62,891+20.4% |
| Participation rate | 72.6% | 72.9%-0.3pp | 79.6%-7.0pp | 69.3%+3.3pp |
| Annual return | 4.93% | 10.73%-5.8pp | -51.70%+56.6pp | 20.14%-15.2pp |
| Employer contribution / active EE | $1,183 | $2,135-44.6% | $3,758-68.5% | $2,281-48.1% |
| Participant deferral / active EE | $3,580 | $3,165+13.1% | $4,311-17.0% | $3,203+11.8% |
| Admin fee / account holder | $9,742 | $5,076+91.9% | $7,645+27.4% | $4,296+126.8% |