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 | $70,913 | $56,897+24.6% | $84,750-16.3% | $62,891+12.8% |
| Participation rate | 75.0% | 68.5%+6.5pp | 76.6%-1.6pp | 69.3%+5.7pp |
| Annual return | 6.53% | 6.30%+0.2pp | 22.78%-16.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $3,450 | $2,400+43.8% | $3,574-3.5% | $2,281+51.2% |
| Participant deferral / active EE | $2,936 | $2,709+8.4% | $3,712-20.9% | $3,203-8.3% |
| Admin fee / account holder | $4,567 | $3,581+27.6% | $5,332-14.3% | $4,296+6.3% |