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 | $66,736 | $56,897+17.3% | $84,750-21.3% | $62,891+6.1% |
| Participation rate | 81.8% | 68.5%+13.3pp | 76.6%+5.2pp | 69.3%+12.5pp |
| Annual return | 7.81% | 6.30%+1.5pp | 22.78%-15.0pp | 20.14%-12.3pp |
| Employer contribution / active EE | $2,571 | $2,400+7.2% | $3,574-28.1% | $2,281+12.7% |
| Participant deferral / active EE | $4,942 | $2,709+82.4% | $3,712+33.2% | $3,203+54.3% |
| Admin fee / account holder | $9,803 | $3,581+173.8% | $5,332+83.8% | $4,296+128.2% |