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 | $92,749 | $45,073+105.8% | $69,455+33.5% | $72,985+27.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 8.69% | 22.65%-14.0pp | 28.97%-20.3pp | 81.00%-72.3pp |
| Employer contribution / active EE | $1,203 | $2,054-41.4% | $2,779-56.7% | $2,440-50.7% |
| Participant deferral / active EE | $6,633 | $2,602+155.0% | $3,535+87.6% | $3,607+83.9% |
| Admin fee / account holder | $3,451 | $3,056+12.9% | $3,839-10.1% | $5,124-32.7% |