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 | $65,073 | $45,035+44.5% | $62,995+3.3% | $70,131-7.2% |
| Participation rate | 75.0% | 69.5%+5.5pp | 74.8%+0.2pp | 69.5%+5.5pp |
| Annual return | 20.02% | 18.76%+1.3pp | 87.57%-67.5pp | 73.14%-53.1pp |
| Employer contribution / active EE | $3,324 | $2,051+62.0% | $2,759+20.5% | $2,342+41.9% |
| Participant deferral / active EE | $6,696 | $2,465+171.7% | $3,329+101.1% | $3,332+101.0% |
| Admin fee / account holder | $1,856 | $2,834-34.5% | $3,600-48.4% | $4,645-60.1% |