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 | $87,254 | $69,977+24.7% | $108,579-19.6% | $62,891+38.7% |
| Participation rate | 92.3% | 72.9%+19.4pp | 79.6%+12.7pp | 69.3%+23.0pp |
| Annual return | 6.47% | 10.73%-4.3pp | -51.70%+58.2pp | 20.14%-13.7pp |
| Employer contribution / active EE | $2,035 | $2,135-4.7% | $3,758-45.8% | $2,281-10.8% |
| Participant deferral / active EE | $3,921 | $3,165+23.9% | $4,311-9.0% | $3,203+22.4% |
| Admin fee / account holder | $471 | $5,076-90.7% | $7,645-93.8% | $4,296-89.0% |