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 | $79,187 | $43,483+82.1% | $54,726+44.7% | $64,186+23.4% |
| Participation rate | 100.0% | 72.2%+27.8pp | 79.1%+20.9pp | 69.6%+30.4pp |
| Annual return | 13.81% | -1.03%+14.8pp | -4.56%+18.4pp | 7.63%+6.2pp |
| Employer contribution / active EE | $3,368 | $2,632+28.0% | $3,449-2.4% | $2,381+41.5% |
| Participant deferral / active EE | $4,044 | $3,102+30.4% | $3,953+2.3% | $3,470+16.5% |
| Admin fee / account holder | $5,369 | $4,250+26.3% | $3,818+40.6% | $4,888+9.8% |