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 | $93,843 | $76,367+22.9% | $93,606+0.3% | $72,985+28.6% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 17.69% | 25.82%-8.1pp | 32.76%-15.1pp | 81.00%-63.3pp |
| Employer contribution / active EE | $4,791 | $2,275+110.6% | $2,718+76.3% | $2,440+96.4% |
| Participant deferral / active EE | $4,265 | $3,538+20.6% | $4,069+4.8% | $3,607+18.2% |
| Admin fee / account holder | $9,272 | $6,838+35.6% | $7,888+17.5% | $5,124+80.9% |