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 | $135,759 | $45,073+201.2% | $69,455+95.5% | $72,985+86.0% |
| Participation rate | 85.7% | 68.5%+17.2pp | 74.6%+11.1pp | 69.5%+16.2pp |
| Annual return | 5.71% | 22.65%-16.9pp | 28.97%-23.3pp | 81.00%-75.3pp |
| Employer contribution / active EE | $3,865 | $2,054+88.2% | $2,779+39.1% | $2,440+58.4% |
| Participant deferral / active EE | $6,571 | $2,602+152.6% | $3,535+85.9% | $3,607+82.1% |
| Admin fee / account holder | $1,718 | $3,056-43.8% | $3,839-55.3% | $5,124-66.5% |