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 | $77,965 | $46,869+66.3% | $122,332-36.3% | $70,131+11.2% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 15.08% | 24.22%-9.1pp | 30.27%-15.2pp | 73.14%-58.1pp |
| Employer contribution / active EE | $1,797 | $1,288+39.6% | $4,050-55.6% | $2,342-23.3% |
| Participant deferral / active EE | $3,746 | $2,166+72.9% | $3,287+14.0% | $3,332+12.4% |
| Admin fee / account holder | $3,634 | $3,322+9.4% | $5,478-33.7% | $4,645-21.8% |