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 | $65,832 | $52,836+24.6% | $105,738-37.7% | $64,186+2.6% |
| Participation rate | 72.7% | 66.5%+6.2pp | 76.3%-3.6pp | 69.6%+3.2pp |
| Annual return | 9.22% | 14.30%-5.1pp | 6.27%+2.9pp | 7.63%+1.6pp |
| Employer contribution / active EE | $749 | $1,827-59.0% | $3,268-77.1% | $2,381-68.6% |
| Participant deferral / active EE | $2,995 | $2,545+17.6% | $4,080-26.6% | $3,470-13.7% |
| Admin fee / account holder | $14,044 | $3,959+254.8% | $6,913+103.2% | $4,888+187.3% |