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 | $75,547 | $56,277+34.2% | $80,975-6.7% | $62,891+20.1% |
| Participation rate | 96.6% | 69.0%+27.6pp | 75.8%+20.7pp | 69.3%+27.2pp |
| Annual return | 7.15% | 22.12%-15.0pp | 17.10%-9.9pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,055 | $1,943-45.7% | $3,714-71.6% | $2,281-53.8% |
| Participant deferral / active EE | $6,437 | $4,195+53.4% | $5,696+13.0% | $3,203+101.0% |
| Admin fee / account holder | $10,613 | $3,741+183.7% | $5,516+92.4% | $4,296+147.1% |