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 | $76,023 | $58,828+29.2% | $77,999-2.5% | $62,891+20.9% |
| Participation rate | 74.4% | 71.1%+3.4pp | 75.5%-1.1pp | 69.3%+5.1pp |
| Annual return | 7.16% | 17.16%-10.0pp | 425.96%-418.8pp | 20.14%-13.0pp |
| Employer contribution / active EE | $2,013 | $1,672+20.4% | $2,470-18.5% | $2,281-11.7% |
| Participant deferral / active EE | $4,203 | $2,686+56.5% | $3,497+20.2% | $3,203+31.2% |
| Admin fee / account holder | $6,207 | $4,393+41.3% | $5,480+13.3% | $4,296+44.5% |