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 | $84,523 | $55,706+51.7% | $75,886+11.4% | $72,985+15.8% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 19.05% | 27.59%-8.5pp | 30.76%-11.7pp | 81.00%-62.0pp |
| Employer contribution / active EE | $1,029 | $1,687-39.0% | $2,500-58.8% | $2,440-57.8% |
| Participant deferral / active EE | $4,224 | $2,634+60.4% | $3,603+17.2% | $3,607+17.1% |
| Admin fee / account holder | $1,153 | $3,978-71.0% | $5,418-78.7% | $5,124-77.5% |