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 | $68,943 | $50,958+35.3% | $74,550-7.5% | $64,186+7.4% |
| Participation rate | 75.0% | 61.1%+13.9pp | 69.1%+5.9pp | 69.6%+5.4pp |
| Annual return | 8.83% | -1.86%+10.7pp | 32.53%-23.7pp | 7.63%+1.2pp |
| Employer contribution / active EE | $1,228 | $1,115+10.1% | $1,961-37.4% | $2,381-48.4% |
| Participant deferral / active EE | $3,324 | $2,301+44.4% | $3,108+6.9% | $3,470-4.2% |
| Admin fee / account holder | $6,660 | $4,223+57.7% | $5,060+31.6% | $4,888+36.2% |