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 | $79,540 | $77,813+2.2% | $123,544-35.6% | $64,186+23.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 5.02% | 12.48%-7.5pp | 119.20%-114.2pp | 7.63%-2.6pp |
| Employer contribution / active EE | $4,538 | $3,014+50.6% | $4,628-1.9% | $2,381+90.6% |
| Participant deferral / active EE | $6,920 | $5,240+32.1% | $6,426+7.7% | $3,470+99.4% |
| Admin fee / account holder | $6,370 | $5,519+15.4% | $9,284-31.4% | $4,888+30.3% |