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 | $72,974 | $94,529-22.8% | $140,016-47.9% | $64,186+13.7% |
| Participation rate | 95.3% | 84.1%+11.3pp | 87.5%+7.9pp | 69.6%+25.8pp |
| Annual return | 1.70% | 7.77%-6.1pp | 651.12%-649.4pp | 7.63%-5.9pp |
| Employer contribution / active EE | $2,657 | $3,812-30.3% | $5,606-52.6% | $2,381+11.6% |
| Participant deferral / active EE | $3,578 | $5,250-31.9% | $6,927-48.3% | $3,470+3.1% |
| Admin fee / account holder | $9,770 | $6,741+44.9% | $10,705-8.7% | $4,888+99.9% |