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 | $86,094 | $69,977+23.0% | $108,579-20.7% | $62,891+36.9% |
| Participation rate | 80.6% | 72.9%+7.7pp | 79.6%+1.0pp | 69.3%+11.2pp |
| Annual return | 7.91% | 10.73%-2.8pp | -51.70%+59.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,993 | $2,135-6.6% | $3,758-47.0% | $2,281-12.6% |
| Participant deferral / active EE | $5,395 | $3,165+70.5% | $4,311+25.1% | $3,203+68.4% |
| Admin fee / account holder | $389 | $5,076-92.3% | $7,645-94.9% | $4,296-90.9% |