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 | $83,238 | $41,377+101.2% | $109,313-23.9% | $62,891+32.4% |
| Participation rate | 84.8% | 57.5%+27.2pp | 71.3%+13.5pp | 69.3%+15.5pp |
| Annual return | 8.66% | 11.05%-2.4pp | 22.07%-13.4pp | 20.14%-11.5pp |
| Employer contribution / active EE | $1,384 | $1,276+8.5% | $3,892-64.4% | $2,281-39.3% |
| Participant deferral / active EE | $4,700 | $2,045+129.8% | $3,166+48.4% | $3,203+46.8% |
| Admin fee / account holder | $2,065 | $2,884-28.4% | $5,666-63.6% | $4,296-51.9% |