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 | $48,134 | $56,897-15.4% | $84,750-43.2% | $62,891-23.5% |
| Participation rate | 87.1% | 68.5%+18.6pp | 76.6%+10.5pp | 69.3%+17.8pp |
| Annual return | 7.63% | 6.30%+1.3pp | 22.78%-15.2pp | 20.14%-12.5pp |
| Employer contribution / active EE | $2,571 | $2,400+7.1% | $3,574-28.1% | $2,281+12.7% |
| Participant deferral / active EE | $4,683 | $2,709+72.8% | $3,712+26.2% | $3,203+46.2% |
| Admin fee / account holder | $6,024 | $3,581+68.2% | $5,332+13.0% | $4,296+40.2% |