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 | $73,696 | $51,708+42.5% | $106,619-30.9% | $62,891+17.2% |
| Participation rate | 75.0% | 66.9%+8.1pp | 78.0%-3.0pp | 69.3%+5.7pp |
| Annual return | 7.73% | 4.69%+3.0pp | 9.42%-1.7pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,130 | $1,764-35.9% | $3,947-71.4% | $2,281-50.4% |
| Participant deferral / active EE | $2,066 | $2,315-10.8% | $3,930-47.4% | $3,203-35.5% |
| Admin fee / account holder | $1,990 | $3,349-40.6% | $6,418-69.0% | $4,296-53.7% |