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 | $66,882 | $48,364+38.3% | $71,796-6.8% | $62,891+6.3% |
| Participation rate | 85.4% | 60.6%+24.8pp | 69.1%+16.3pp | 69.3%+16.1pp |
| Annual return | 6.40% | 13.16%-6.8pp | 78.04%-71.6pp | 20.14%-13.7pp |
| Employer contribution / active EE | $605 | $1,042-41.9% | $1,924-68.6% | $2,281-73.5% |
| Participant deferral / active EE | $3,948 | $2,091+88.8% | $2,794+41.3% | $3,203+23.3% |
| Admin fee / account holder | $2,474 | $3,771-34.4% | $4,815-48.6% | $4,296-42.4% |