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 | $67,829 | $56,897+19.2% | $84,750-20.0% | $62,891+7.9% |
| Participation rate | 72.0% | 68.5%+3.5pp | 76.6%-4.6pp | 69.3%+2.7pp |
| Annual return | 6.58% | 6.30%+0.3pp | 22.78%-16.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,107 | $2,400-53.9% | $3,574-69.0% | $2,281-51.5% |
| Participant deferral / active EE | $2,448 | $2,709-9.6% | $3,712-34.0% | $3,203-23.6% |
| Admin fee / account holder | $931 | $3,581-74.0% | $5,332-82.5% | $4,296-78.3% |