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 | $76,108 | $54,726+39.1% | $68,793+10.6% | $64,186+18.6% |
| Participation rate | 78.6% | 68.0%+10.5pp | 72.2%+6.3pp | 69.6%+9.0pp |
| Annual return | 11.02% | -1.62%+12.6pp | -4.63%+15.6pp | 7.63%+3.4pp |
| Employer contribution / active EE | $1,609 | $1,846-12.9% | $2,625-38.7% | $2,381-32.4% |
| Participant deferral / active EE | $3,888 | $2,626+48.1% | $3,311+17.4% | $3,470+12.1% |
| Admin fee / account holder | $599 | $4,027-85.1% | $5,131-88.3% | $4,888-87.7% |