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 | $88,017 | $56,897+54.7% | $84,750+3.9% | $62,891+40.0% |
| Participation rate | 70.4% | 68.5%+1.8pp | 76.6%-6.2pp | 69.3%+1.1pp |
| Annual return | 6.59% | 6.30%+0.3pp | 22.78%-16.2pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,574 | $2,400-34.4% | $3,574-56.0% | $2,281-31.0% |
| Participant deferral / active EE | $3,331 | $2,709+22.9% | $3,712-10.3% | $3,203+4.0% |
| Admin fee / account holder | $934 | $3,581-73.9% | $5,332-82.5% | $4,296-78.3% |