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 | $91,611 | $74,927+22.3% | $101,794-10.0% | $84,808+8.0% |
| Participation rate | 75.0% | 61.4%+13.6pp | 69.2%+5.8pp | 68.3%+6.7pp |
| Annual return | 13.16% | 18.70%-5.5pp | 30.53%-17.4pp | 40.90%-27.7pp |
| Employer contribution / active EE | $481 | $1,522-68.4% | $2,289-79.0% | $2,631-81.7% |
| Participant deferral / active EE | $3,737 | $3,099+20.6% | $4,084-8.5% | $4,212-11.3% |
| Admin fee / account holder | $24,976 | $6,514+283.4% | $8,777+184.6% | $7,344+240.1% |