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 | $89,813 | $61,660+45.7% | $80,019+12.2% | $64,186+39.9% |
| Participation rate | 93.8% | 71.7%+22.1pp | 75.8%+17.9pp | 69.6%+24.2pp |
| Annual return | 2.89% | -0.33%+3.2pp | 11.22%-8.3pp | 7.63%-4.7pp |
| Employer contribution / active EE | $1,403 | $1,810-22.5% | $2,468-43.1% | $2,381-41.1% |
| Participant deferral / active EE | $6,236 | $2,968+110.1% | $3,686+69.2% | $3,470+79.7% |
| Admin fee / account holder | $1,401 | $5,417-74.1% | $6,521-78.5% | $4,888-71.3% |