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 | $103,959 | $56,054+85.5% | $171,082-39.2% | $62,891+65.3% |
| Participation rate | 89.3% | 62.9%+26.4pp | 76.7%+12.6pp | 69.3%+20.0pp |
| Annual return | 6.93% | 22.52%-15.6pp | 32.56%-25.6pp | 20.14%-13.2pp |
| Employer contribution / active EE | $870 | $1,731-49.7% | $4,002-78.3% | $2,281-61.9% |
| Participant deferral / active EE | $6,684 | $3,158+111.7% | $4,797+39.3% | $3,203+108.7% |
| Admin fee / account holder | $1,943 | $3,647-46.7% | $8,520-77.2% | $4,296-54.8% |