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 | $78,508 | $83,477-6.0% | $125,175-37.3% | $72,985+7.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 23.63% | 25.78%-2.1pp | 43.79%-20.2pp | 81.00%-57.4pp |
| Employer contribution / active EE | $2,832 | $2,345+20.8% | $3,865-26.7% | $2,440+16.1% |
| Participant deferral / active EE | $7,025 | $3,585+95.9% | $4,937+42.3% | $3,607+94.7% |
| Admin fee / account holder | $6,946 | $5,517+25.9% | $9,702-28.4% | $5,124+35.6% |