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 | $70,641 | $49,280+43.3% | $67,313+4.9% | $64,186+10.1% |
| Participation rate | 94.3% | 60.8%+33.5pp | 69.1%+25.2pp | 69.6%+24.7pp |
| Annual return | 5.61% | -1.39%+7.0pp | -4.08%+9.7pp | 7.63%-2.0pp |
| Employer contribution / active EE | $2,112 | $1,668+26.6% | $2,566-17.7% | $2,381-11.3% |
| Participant deferral / active EE | $3,652 | $2,484+47.0% | $3,568+2.4% | $3,470+5.3% |
| Admin fee / account holder | $17,105 | $3,863+342.8% | $4,507+279.5% | $4,888+249.9% |