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 | $73,953 | $56,484+30.9% | $169,463-56.4% | $64,186+15.2% |
| Participation rate | 97.7% | 64.5%+33.2pp | 77.8%+19.9pp | 69.6%+28.2pp |
| Annual return | 8.85% | -1.55%+10.4pp | 1.83%+7.0pp | 7.63%+1.2pp |
| Employer contribution / active EE | $2,400 | $1,832+31.0% | $4,159-42.3% | $2,381+0.8% |
| Participant deferral / active EE | $2,984 | $3,448-13.5% | $5,277-43.5% | $3,470-14.0% |
| Admin fee / account holder | $4,236 | $4,174+1.5% | $9,109-53.5% | $4,888-13.3% |