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 | $72,505 | $50,082+44.8% | $93,406-22.4% | $79,858-9.2% |
| Participation rate | 72.5% | 60.9%+11.6pp | 66.8%+5.7pp | 69.6%+2.9pp |
| Annual return | 15.70% | 24.59%-8.9pp | 78.05%-62.4pp | 31.71%-16.0pp |
| Employer contribution / active EE | $346 | $1,303-73.5% | $2,075-83.3% | $2,471-86.0% |
| Participant deferral / active EE | $1,991 | $2,212-10.0% | $3,126-36.3% | $3,740-46.8% |
| Admin fee / account holder | $7,129 | $3,454+106.4% | $5,230+36.3% | $5,306+34.3% |