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 | $107,261 | $79,449+35.0% | $189,557-43.4% | $85,850+24.9% |
| Participation rate | 80.0% | 66.0%+14.0pp | 78.4%+1.6pp | 69.3%+10.7pp |
| Annual return | 12.37% | 18.45%-6.1pp | 64.17%-51.8pp | 318.53%-306.2pp |
| Employer contribution / active EE | $2,246 | $2,081+7.9% | $4,412-49.1% | $2,565-12.4% |
| Participant deferral / active EE | $5,700 | $4,051+40.7% | $6,174-7.7% | $3,952+44.2% |
| Admin fee / account holder | $1,300 | $5,377-75.8% | $9,807-86.7% | $6,260-79.2% |