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 | $77,828 | $48,364+60.9% | $71,796+8.4% | $62,891+23.8% |
| Participation rate | 75.0% | 60.6%+14.4pp | 69.1%+5.9pp | 69.3%+5.7pp |
| Annual return | 6.99% | 13.16%-6.2pp | 78.04%-71.1pp | 20.14%-13.2pp |
| Employer contribution / active EE | $434 | $1,042-58.3% | $1,924-77.4% | $2,281-81.0% |
| Participant deferral / active EE | $2,918 | $2,091+39.5% | $2,794+4.4% | $3,203-8.9% |
| Admin fee / account holder | $2,430 | $3,771-35.6% | $4,815-49.5% | $4,296-43.4% |