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 | $82,296 | $91,552-10.1% | $133,956-38.6% | $79,858+3.1% |
| Participation rate | 82.0% | 73.3%+8.6pp | 79.8%+2.1pp | 69.6%+12.3pp |
| Annual return | 14.66% | 61.85%-47.2pp | 45.09%-30.4pp | 31.71%-17.1pp |
| Employer contribution / active EE | $2,758 | $2,384+15.7% | $3,919-29.6% | $2,471+11.6% |
| Participant deferral / active EE | $2,070 | $3,733-44.6% | $5,048-59.0% | $3,740-44.6% |
| Admin fee / account holder | $2,997 | $6,321-52.6% | $8,927-66.4% | $5,306-43.5% |