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 | $107,078 | $58,577+82.8% | $83,333+28.5% | $64,186+66.8% |
| Participation rate | 72.9% | 72.0%+0.9pp | 77.8%-4.8pp | 69.6%+3.3pp |
| Annual return | -5.62% | 9.65%-15.3pp | 10.63%-16.2pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,792 | $2,098-14.6% | $3,379-47.0% | $2,381-24.7% |
| Participant deferral / active EE | $5,372 | $4,654+15.4% | $5,565-3.5% | $3,470+54.8% |
| Admin fee / account holder | $21,791 | $9,275+134.9% | $7,510+190.1% | $4,888+345.8% |