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 | $87,460 | $103,949-15.9% | $69,182+26.4% | $273,961-68.1% |
| Participation rate | 70.8% | 67.4%+3.5pp | 55.1%+15.7pp | 83.0%-12.2pp |
| Annual return | 7.13% | 35.28%-28.2pp | -21.93%+29.1pp | 41.45%-34.3pp |
| Employer contribution / active EE | $2,954 | $1,783+65.7% | $1,206+144.9% | $4,869-39.3% |
| Participant deferral / active EE | $6,080 | $2,716+123.8% | $1,897+220.5% | $5,287+15.0% |
| Admin fee / account holder | $2,033 | $3,671-44.6% | $2,697-24.6% | $10,132-79.9% |