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 | $121,586 | $58,577+107.6% | $83,333+45.9% | $64,186+89.4% |
| Participation rate | 79.2% | 72.0%+7.1pp | 77.8%+1.4pp | 69.6%+9.6pp |
| Annual return | -5.12% | 9.65%-14.8pp | 10.63%-15.8pp | 7.63%-12.8pp |
| Employer contribution / active EE | $816 | $2,098-61.1% | $3,379-75.9% | $2,381-65.7% |
| Participant deferral / active EE | $5,380 | $4,654+15.6% | $5,565-3.3% | $3,470+55.1% |
| Admin fee / account holder | $19,865 | $9,275+114.2% | $7,510+164.5% | $4,888+306.4% |