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 | $90,282 | $85,202+6.0% | $172,739-47.7% | $72,985+23.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 28.24% | 27.32%+0.9pp | 802.84%-774.6pp | 81.00%-52.8pp |
| Employer contribution / active EE | $3,809 | $3,324+14.6% | $5,143-25.9% | $2,440+56.1% |
| Participant deferral / active EE | $5,079 | $3,260+55.8% | $5,198-2.3% | $3,607+40.8% |
| Admin fee / account holder | $4,860 | $5,884-17.4% | $13,954-65.2% | $5,124-5.2% |