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 | $64,842 | $56,897+14.0% | $84,750-23.5% | $62,891+3.1% |
| Participation rate | 95.7% | 68.5%+27.2pp | 76.6%+19.1pp | 69.3%+26.4pp |
| Annual return | 4.90% | 6.30%-1.4pp | 22.78%-17.9pp | 20.14%-15.2pp |
| Employer contribution / active EE | $3,445 | $2,400+43.5% | $3,574-3.6% | $2,281+51.0% |
| Participant deferral / active EE | $2,330 | $2,709-14.0% | $3,712-37.2% | $3,203-27.2% |
| Admin fee / account holder | $13,505 | $3,581+277.1% | $5,332+153.3% | $4,296+214.4% |