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 | $76,410 | $87,705-12.9% | $63,517+20.3% | $125,391-39.1% |
| Participation rate | 85.7% | 77.0%+8.7pp | 71.0%+14.7pp | 83.2%+2.5pp |
| Annual return | 1.14% | 21.70%-20.6pp | -70.30%+71.4pp | 282.22%-281.1pp |
| Employer contribution / active EE | $2,627 | $3,601-27.0% | $2,322+13.1% | $4,866-46.0% |
| Participant deferral / active EE | $3,905 | $3,939-0.9% | $2,953+32.2% | $5,352-27.0% |
| Admin fee / account holder | $1,548 | $11,948-87.0% | $5,892-73.7% | $9,540-83.8% |