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 | $86,154 | $69,977+23.1% | $108,579-20.7% | $62,891+37.0% |
| Participation rate | 85.5% | 72.9%+12.6pp | 79.6%+5.9pp | 69.3%+16.2pp |
| Annual return | 7.68% | 10.73%-3.1pp | -51.70%+59.4pp | 20.14%-12.5pp |
| Employer contribution / active EE | $3,112 | $2,135+45.8% | $3,758-17.2% | $2,281+36.5% |
| Participant deferral / active EE | $6,588 | $3,165+108.2% | $4,311+52.8% | $3,203+105.7% |
| Admin fee / account holder | $997 | $5,076-80.4% | $7,645-87.0% | $4,296-76.8% |