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 | $73,329 | $94,529-22.4% | $140,016-47.6% | $64,186+14.2% |
| Participation rate | 96.9% | 84.1%+12.8pp | 87.5%+9.4pp | 69.6%+27.3pp |
| Annual return | 0.90% | 7.77%-6.9pp | 651.12%-650.2pp | 7.63%-6.7pp |
| Employer contribution / active EE | $2,106 | $3,812-44.8% | $5,606-62.4% | $2,381-11.5% |
| Participant deferral / active EE | $6,578 | $5,250+25.3% | $6,927-5.0% | $3,470+89.6% |
| Admin fee / account holder | $2,542 | $6,741-62.3% | $10,705-76.3% | $4,888-48.0% |