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 | $87,832 | $60,022+46.3% | $88,946-1.3% | $84,808+3.6% |
| Participation rate | 80.6% | 57.8%+22.8pp | 68.8%+11.8pp | 68.3%+12.3pp |
| Annual return | 14.75% | 22.43%-7.7pp | 57.82%-43.1pp | 40.90%-26.1pp |
| Employer contribution / active EE | $840 | $1,703-50.7% | $2,555-67.1% | $2,631-68.1% |
| Participant deferral / active EE | $6,675 | $3,114+114.4% | $4,581+45.7% | $4,212+58.5% |
| Admin fee / account holder | $5,771 | $4,811+20.0% | $8,261-30.1% | $7,344-21.4% |