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 | $70,861 | $43,327+63.5% | $59,878+18.3% | $64,186+10.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 8.94% | -1.55%+10.5pp | 3.46%+5.5pp | 7.63%+1.3pp |
| Employer contribution / active EE | $2,282 | $2,028+12.5% | $2,722-16.2% | $2,381-4.2% |
| Participant deferral / active EE | $1,506 | $2,546-40.8% | $3,402-55.7% | $3,470-56.6% |
| Admin fee / account holder | $10,321 | $3,005+243.5% | $3,590+187.5% | $4,888+111.2% |