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 | $67,237 | $56,054+20.0% | $171,082-60.7% | $62,891+6.9% |
| Participation rate | 73.1% | 62.9%+10.2pp | 76.7%-3.6pp | 69.3%+3.8pp |
| Annual return | 5.86% | 22.52%-16.7pp | 32.56%-26.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $964 | $1,731-44.3% | $4,002-75.9% | $2,281-57.8% |
| Participant deferral / active EE | $3,950 | $3,158+25.1% | $4,797-17.7% | $3,203+23.3% |
| Admin fee / account holder | $1,947 | $3,647-46.6% | $8,520-77.2% | $4,296-54.7% |