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 | $68,897 | $87,841-21.6% | $133,980-48.6% | $62,891+9.5% |
| Participation rate | 85.7% | 83.4%+2.3pp | 87.1%-1.4pp | 69.3%+16.4pp |
| Annual return | 8.52% | 12.05%-3.5pp | 29.30%-20.8pp | 20.14%-11.6pp |
| Employer contribution / active EE | $2,081 | $3,483-40.3% | $5,211-60.1% | $2,281-8.8% |
| Participant deferral / active EE | $4,624 | $4,812-3.9% | $6,282-26.4% | $3,203+44.4% |
| Admin fee / account holder | $8,502 | $5,371+58.3% | $9,324-8.8% | $4,296+97.9% |