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 | $70,381 | $87,841-19.9% | $133,980-47.5% | $62,891+11.9% |
| Participation rate | 86.0% | 83.4%+2.7pp | 87.1%-1.0pp | 69.3%+16.7pp |
| Annual return | 19.50% | 12.05%+7.5pp | 29.30%-9.8pp | 20.14%-0.6pp |
| Employer contribution / active EE | $5,301 | $3,483+52.2% | $5,211+1.7% | $2,281+132.4% |
| Participant deferral / active EE | $11,001 | $4,812+128.6% | $6,282+75.1% | $3,203+243.5% |
| Admin fee / account holder | $6,758 | $5,371+25.8% | $9,324-27.5% | $4,296+57.3% |