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 | $66,885 | $58,828+13.7% | $77,999-14.2% | $62,891+6.4% |
| Participation rate | 71.7% | 71.1%+0.7pp | 75.5%-3.8pp | 69.3%+2.4pp |
| Annual return | 10.65% | 17.16%-6.5pp | 425.96%-415.3pp | 20.14%-9.5pp |
| Employer contribution / active EE | $1,416 | $1,672-15.3% | $2,470-42.7% | $2,281-37.9% |
| Participant deferral / active EE | $2,342 | $2,686-12.8% | $3,497-33.0% | $3,203-26.9% |
| Admin fee / account holder | $1,953 | $4,393-55.6% | $5,480-64.4% | $4,296-54.5% |