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 | $112,190 | $95,193+17.9% | $76,523+46.6% | $135,375-17.1% |
| Participation rate | 80.0% | 74.4%+5.6pp | 68.0%+12.0pp | 82.6%-2.6pp |
| Annual return | 8.47% | 4.85%+3.6pp | -0.27%+8.7pp | 519.73%-511.3pp |
| Employer contribution / active EE | $1,035 | $3,302-68.7% | $2,647-60.9% | $4,779-78.3% |
| Participant deferral / active EE | $7,963 | $4,639+71.6% | $3,835+107.6% | $5,609+42.0% |
| Admin fee / account holder | $4,748 | $6,249-24.0% | $4,848-2.1% | $10,827-56.1% |