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 | $91,882 | $70,475+30.4% | $100,516-8.6% | $79,858+15.1% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 15.30% | 21.90%-6.6pp | 30.89%-15.6pp | 31.71%-16.4pp |
| Employer contribution / active EE | $3,336 | $2,165+54.1% | $3,418-2.4% | $2,471+35.0% |
| Participant deferral / active EE | $2,642 | $5,181-49.0% | $6,270-57.9% | $3,740-29.4% |
| Admin fee / account holder | $526 | $4,478-88.3% | $8,081-93.5% | $5,306-90.1% |