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 | $64,120 | $76,552-16.2% | $123,892-48.2% | $62,891+2.0% |
| Participation rate | 96.3% | 73.0%+23.3pp | 81.4%+14.9pp | 69.3%+27.0pp |
| Annual return | 7.12% | 18.68%-11.6pp | 47.52%-40.4pp | 20.14%-13.0pp |
| Employer contribution / active EE | $2,391 | $2,883-17.1% | $4,617-48.2% | $2,281+4.8% |
| Participant deferral / active EE | $5,868 | $4,840+21.3% | $5,984-1.9% | $3,203+83.2% |
| Admin fee / account holder | $519 | $4,826-89.3% | $8,357-93.8% | $4,296-87.9% |