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 | $94,237 | $69,977+34.7% | $108,579-13.2% | $62,891+49.8% |
| Participation rate | 72.2% | 72.9%-0.7pp | 79.6%-7.4pp | 69.3%+2.9pp |
| Annual return | 6.47% | 10.73%-4.3pp | -51.70%+58.2pp | 20.14%-13.7pp |
| Employer contribution / active EE | $2,925 | $2,135+37.0% | $3,758-22.2% | $2,281+28.2% |
| Participant deferral / active EE | $4,798 | $3,165+51.6% | $4,311+11.3% | $3,203+49.8% |
| Admin fee / account holder | $15,467 | $5,076+204.7% | $7,645+102.3% | $4,296+260.1% |