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 | $89,880 | $69,977+28.4% | $108,579-17.2% | $62,891+42.9% |
| Participation rate | 84.9% | 72.9%+12.0pp | 79.6%+5.4pp | 69.3%+15.6pp |
| Annual return | 6.46% | 10.73%-4.3pp | -51.70%+58.2pp | 20.14%-13.7pp |
| Employer contribution / active EE | $3,327 | $2,135+55.9% | $3,758-11.5% | $2,281+45.9% |
| Participant deferral / active EE | $4,445 | $3,165+40.4% | $4,311+3.1% | $3,203+38.8% |
| Admin fee / account holder | $16,434 | $5,076+223.7% | $7,645+115.0% | $4,296+282.6% |