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 | $74,885 | $58,512+28.0% | $84,015-10.9% | $72,985+2.6% |
| Participation rate | 75.7% | 61.2%+14.5pp | 69.0%+6.7pp | 69.5%+6.2pp |
| Annual return | 30.94% | 28.93%+2.0pp | 71.31%-40.4pp | 81.00%-50.1pp |
| Employer contribution / active EE | $286 | $1,163-75.4% | $1,983-85.6% | $2,440-88.3% |
| Participant deferral / active EE | $4,831 | $2,394+101.8% | $3,239+49.2% | $3,607+33.9% |
| Admin fee / account holder | $6,932 | $4,569+51.7% | $6,101+13.6% | $5,124+35.3% |