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 | $106,758 | $94,529+12.9% | $140,016-23.8% | $64,186+66.3% |
| Participation rate | 75.9% | 84.1%-8.2pp | 87.5%-11.6pp | 69.6%+6.4pp |
| Annual return | 9.15% | 7.77%+1.4pp | 651.12%-642.0pp | 7.63%+1.5pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,606-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,674 | $5,250-49.1% | $6,927-61.4% | $3,470-22.9% |
| Admin fee / account holder | $10,650 | $6,741+58.0% | $10,705-0.5% | $4,888+117.9% |