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 6-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 | $19,060 | $59,107-67.8% | $86,436-77.9% | $68,494-72.2% |
| Participation rate | 80.5% | 75.2%+5.2pp | 80.3%+0.2pp | 67.9%+12.6pp |
| Annual return | 16.83% | -0.23%+17.1pp | 4394.89%-4378.1pp | -7.84%+24.7pp |
| Employer contribution / active EE | $1,219 | $2,519-51.6% | $3,769-67.7% | $2,596-53.1% |
| Participant deferral / active EE | $5,706 | $5,901-3.3% | $6,952-17.9% | $4,027+41.7% |
| Admin fee / account holder | $3,307 | $5,637-41.3% | $6,731-50.9% | $5,403-38.8% |