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 | $121,957 | $58,577+108.2% | $83,333+46.3% | $64,186+90.0% |
| Participation rate | 75.0% | 72.0%+3.0pp | 77.8%-2.8pp | 69.6%+5.4pp |
| Annual return | -5.77% | 9.65%-15.4pp | 10.63%-16.4pp | 7.63%-13.4pp |
| Employer contribution / active EE | $2,377 | $2,098+13.3% | $3,379-29.6% | $2,381-0.2% |
| Participant deferral / active EE | $9,406 | $4,654+102.1% | $5,565+69.0% | $3,470+171.1% |
| Admin fee / account holder | $10,073 | $9,275+8.6% | $7,510+34.1% | $4,888+106.1% |