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 | $73,054 | $57,354+27.4% | $83,848-12.9% | $64,186+13.8% |
| Participation rate | 84.0% | 68.6%+15.4pp | 76.1%+7.9pp | 69.6%+14.4pp |
| Annual return | 2.14% | 11.38%-9.2pp | 850.88%-848.7pp | 7.63%-5.5pp |
| Employer contribution / active EE | $1,314 | $2,545-48.4% | $3,631-63.8% | $2,381-44.8% |
| Participant deferral / active EE | $7,161 | $2,993+139.2% | $4,082+75.4% | $3,470+106.4% |
| Admin fee / account holder | $3,407 | $4,046-15.8% | $5,478-37.8% | $4,888-30.3% |