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 9-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 | $70,808 | $56,897+24.4% | $84,750-16.5% | $62,891+12.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.86% | 6.30%+0.6pp | 22.78%-15.9pp | 20.14%-13.3pp |
| Employer contribution / active EE | $878 | $2,400-63.4% | $3,574-75.4% | $2,281-61.5% |
| Participant deferral / active EE | $4,587 | $2,709+69.3% | $3,712+23.6% | $3,203+43.2% |
| Admin fee / account holder | $11,011 | $3,581+207.5% | $5,332+106.5% | $4,296+156.3% |