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 | $68,122 | $94,529-27.9% | $140,016-51.3% | $64,186+6.1% |
| Participation rate | 76.4% | 84.1%-7.7pp | 87.5%-11.1pp | 69.6%+6.8pp |
| Annual return | 10.99% | 7.77%+3.2pp | 651.12%-640.1pp | 7.63%+3.4pp |
| Employer contribution / active EE | $1,775 | $3,812-53.5% | $5,606-68.3% | $2,381-25.5% |
| Participant deferral / active EE | $3,051 | $5,250-41.9% | $6,927-56.0% | $3,470-12.1% |
| Admin fee / account holder | $48,160 | $6,741+614.4% | $10,705+349.9% | $4,888+885.3% |