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 | $63,329 | $40,256+57.3% | $57,343+10.4% | $59,632+6.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 1.80% | 27.49%-25.7pp | 24.39%-22.6pp | 2041.28%-2039.5pp |
| Employer contribution / active EE | $2,942 | $1,922+53.1% | $2,689+9.4% | $2,203+33.6% |
| Participant deferral / active EE | $3,329 | $2,399+38.8% | $3,162+5.3% | $3,192+4.3% |
| Admin fee / account holder | $2,398 | $2,818-14.9% | $3,356-28.5% | $4,297-44.2% |