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 | $76,603 | $56,897+34.6% | $84,750-9.6% | $62,891+21.8% |
| Participation rate | 80.6% | 68.5%+12.1pp | 76.6%+4.0pp | 69.3%+11.3pp |
| Annual return | 7.48% | 6.30%+1.2pp | 22.78%-15.3pp | 20.14%-12.7pp |
| Employer contribution / active EE | $2,360 | $2,400-1.7% | $3,574-34.0% | $2,281+3.5% |
| Participant deferral / active EE | $3,438 | $2,709+26.9% | $3,712-7.4% | $3,203+7.3% |
| Admin fee / account holder | $1,643 | $3,581-54.1% | $5,332-69.2% | $4,296-61.8% |