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 | $61,172 | $76,552-20.1% | $123,892-50.6% | $62,891-2.7% |
| Participation rate | 97.6% | 73.0%+24.6pp | 81.4%+16.2pp | 69.3%+28.3pp |
| Annual return | 7.56% | 18.68%-11.1pp | 47.52%-40.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,380 | $2,883-52.1% | $4,617-70.1% | $2,281-39.5% |
| Participant deferral / active EE | $4,372 | $4,840-9.7% | $5,984-26.9% | $3,203+36.5% |
| Admin fee / account holder | $1,797 | $4,826-62.8% | $8,357-78.5% | $4,296-58.2% |