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 | $89,053 | $70,475+26.4% | $100,516-11.4% | $79,858+11.5% |
| Participation rate | 93.1% | 73.7%+19.4pp | 79.4%+13.7pp | 69.6%+23.5pp |
| Annual return | 12.81% | 21.90%-9.1pp | 30.89%-18.1pp | 31.71%-18.9pp |
| Employer contribution / active EE | $1,798 | $2,165-16.9% | $3,418-47.4% | $2,471-27.2% |
| Participant deferral / active EE | $7,620 | $5,181+47.1% | $6,270+21.5% | $3,740+103.7% |
| Admin fee / account holder | $558 | $4,478-87.5% | $8,081-93.1% | $5,306-89.5% |