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 | $66,110 | $45,073+46.7% | $69,455-4.8% | $72,985-9.4% |
| Participation rate | 78.8% | 68.5%+10.3pp | 74.6%+4.2pp | 69.5%+9.3pp |
| Annual return | 6.30% | 22.65%-16.3pp | 28.97%-22.7pp | 81.00%-74.7pp |
| Employer contribution / active EE | $1,974 | $2,054-3.9% | $2,779-29.0% | $2,440-19.1% |
| Participant deferral / active EE | $5,409 | $2,602+107.9% | $3,535+53.0% | $3,607+49.9% |
| Admin fee / account holder | $4,050 | $3,056+32.5% | $3,839+5.5% | $5,124-21.0% |