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 | $73,999 | $94,529-21.7% | $140,016-47.1% | $64,186+15.3% |
| Participation rate | 93.8% | 84.1%+9.8pp | 87.5%+6.3pp | 69.6%+24.3pp |
| Annual return | 9.12% | 7.77%+1.3pp | 651.12%-642.0pp | 7.63%+1.5pp |
| Employer contribution / active EE | $2,520 | $3,812-33.9% | $5,606-55.0% | $2,381+5.8% |
| Participant deferral / active EE | $2,541 | $5,250-51.6% | $6,927-63.3% | $3,470-26.8% |
| Admin fee / account holder | $4,245 | $6,741-37.0% | $10,705-60.3% | $4,888-13.1% |