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 | $92,454 | $55,706+66.0% | $75,886+21.8% | $72,985+26.7% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 28.54% | 27.59%+0.9pp | 30.76%-2.2pp | 81.00%-52.5pp |
| Employer contribution / active EE | $1,710 | $1,687+1.4% | $2,500-31.6% | $2,440-29.9% |
| Participant deferral / active EE | $2,566 | $2,634-2.6% | $3,603-28.8% | $3,607-28.9% |
| Admin fee / account holder | $3,977 | $3,9780% | $5,418-26.6% | $5,124-22.4% |