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 9-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 | $68,610 | $50,958+34.6% | $74,550-8.0% | $64,186+6.9% |
| Participation rate | 80.3% | 61.1%+19.2pp | 69.1%+11.2pp | 69.6%+10.7pp |
| Annual return | 6.44% | -1.86%+8.3pp | 32.53%-26.1pp | 7.63%-1.2pp |
| Employer contribution / active EE | $3,461 | $1,115+210.3% | $1,961+76.5% | $2,381+45.4% |
| Participant deferral / active EE | $2,269 | $2,301-1.4% | $3,108-27.0% | $3,470-34.6% |
| Admin fee / account holder | $2,803 | $4,223-33.6% | $5,060-44.6% | $4,888-42.6% |