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 8-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 | $67,545 | $58,828+14.8% | $77,999-13.4% | $62,891+7.4% |
| Participation rate | 92.9% | 71.1%+21.8pp | 75.5%+17.3pp | 69.3%+23.6pp |
| Annual return | 5.85% | 17.16%-11.3pp | 425.96%-420.1pp | 20.14%-14.3pp |
| Employer contribution / active EE | $812 | $1,672-51.4% | $2,470-67.1% | $2,281-64.4% |
| Participant deferral / active EE | $1,283 | $2,686-52.2% | $3,497-63.3% | $3,203-59.9% |
| Admin fee / account holder | $8,643 | $4,393+96.7% | $5,480+57.7% | $4,296+101.2% |