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 | $64,239 | $109,881-41.5% | $150,045-57.2% | $84,808-24.3% |
| Participation rate | 84.3% | 76.1%+8.2pp | 82.3%+2.0pp | 68.3%+16.0pp |
| Annual return | 15.55% | 28.25%-12.7pp | 62.55%-47.0pp | 40.90%-25.3pp |
| Employer contribution / active EE | $4,691 | $3,561+31.7% | $4,6930% | $2,631+78.3% |
| Participant deferral / active EE | $5,119 | $6,636-22.9% | $7,997-36.0% | $4,212+21.5% |
| Admin fee / account holder | $1,274 | $8,568-85.1% | $13,435-90.5% | $7,344-82.7% |