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 | $79,430 | $83,477-4.8% | $125,175-36.5% | $72,985+8.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 16.37% | 25.78%-9.4pp | 43.79%-27.4pp | 81.00%-64.6pp |
| Employer contribution / active EE | $2,498 | $2,345+6.5% | $3,865-35.4% | $2,440+2.4% |
| Participant deferral / active EE | $4,825 | $3,585+34.6% | $4,937-2.3% | $3,607+33.8% |
| Admin fee / account holder | $510 | $5,517-90.8% | $9,702-94.7% | $5,124-90.0% |