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 | $80,396 | $49,280+63.1% | $67,313+19.4% | $64,186+25.3% |
| Participation rate | 80.0% | 60.8%+19.2pp | 69.1%+10.9pp | 69.6%+10.4pp |
| Annual return | 9.43% | -1.39%+10.8pp | -4.08%+13.5pp | 7.63%+1.8pp |
| Employer contribution / active EE | $882 | $1,668-47.1% | $2,566-65.6% | $2,381-63.0% |
| Participant deferral / active EE | $3,336 | $2,484+34.3% | $3,568-6.5% | $3,470-3.9% |
| Admin fee / account holder | $7,311 | $3,863+89.3% | $4,507+62.2% | $4,888+49.6% |