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 | $65,312 | $56,897+14.8% | $84,750-22.9% | $62,891+3.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 8.50% | 6.30%+2.2pp | 22.78%-14.3pp | 20.14%-11.6pp |
| Employer contribution / active EE | $1,922 | $2,400-19.9% | $3,574-46.2% | $2,281-15.7% |
| Participant deferral / active EE | $5,525 | $2,709+104.0% | $3,712+48.9% | $3,203+72.5% |
| Admin fee / account holder | $6,396 | $3,581+78.6% | $5,332+20.0% | $4,296+48.9% |