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 | $81,629 | $67,606+20.7% | $82,313-0.8% | $70,131+16.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 21.60% | 21.57%0pp | 25.88%-4.3pp | 73.14%-51.5pp |
| Employer contribution / active EE | $3,629 | $1,755+106.8% | $2,428+49.4% | $2,342+54.9% |
| Participant deferral / active EE | $3,082 | $2,987+3.2% | $3,706-16.8% | $3,332-7.5% |
| Admin fee / account holder | $4,971 | $4,512+10.2% | $5,608-11.4% | $4,645+7.0% |