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 | $70,555 | $87,841-19.7% | $133,980-47.3% | $62,891+12.2% |
| Participation rate | 94.6% | 83.4%+11.3pp | 87.1%+7.6pp | 69.3%+25.3pp |
| Annual return | 7.30% | 12.05%-4.8pp | 29.30%-22.0pp | 20.14%-12.8pp |
| Employer contribution / active EE | $2,162 | $3,483-37.9% | $5,211-58.5% | $2,281-5.2% |
| Participant deferral / active EE | $5,190 | $4,812+7.8% | $6,282-17.4% | $3,203+62.0% |
| Admin fee / account holder | $3,785 | $5,371-29.5% | $9,324-59.4% | $4,296-11.9% |