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 | $75,806 | $52,681+43.9% | $75,7810% | $59,632+27.1% |
| Participation rate | 83.2% | 67.2%+15.9pp | 75.8%+7.3pp | 68.7%+14.5pp |
| Annual return | -1.91% | 2.95%-4.9pp | 9.68%-11.6pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $2,235 | $2,193+1.9% | $3,323-32.8% | $2,203+1.4% |
| Participant deferral / active EE | $3,748 | $2,591+44.7% | $3,651+2.6% | $3,192+17.4% |
| Admin fee / account holder | $2,268 | $3,610-37.2% | $5,299-57.2% | $4,297-47.2% |