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 | $93,370 | $67,411+38.5% | $91,001+2.6% | $70,131+33.1% |
| Participation rate | 82.8% | 71.4%+11.4pp | 75.6%+7.2pp | 69.5%+13.2pp |
| Annual return | 17.50% | -40.16%+57.7pp | 4.60%+12.9pp | 73.14%-55.6pp |
| Employer contribution / active EE | $2,032 | $1,786+13.8% | $2,456-17.3% | $2,342-13.3% |
| Participant deferral / active EE | $7,782 | $2,823+175.7% | $3,547+119.4% | $3,332+133.6% |
| Admin fee / account holder | $587 | $4,236-86.1% | $5,417-89.2% | $4,645-87.4% |