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 | $81,294 | $67,606+20.2% | $82,313-1.2% | $70,131+15.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 14.02% | 21.57%-7.5pp | 25.88%-11.9pp | 73.14%-59.1pp |
| Employer contribution / active EE | $3,844 | $1,755+119.0% | $2,428+58.3% | $2,342+64.1% |
| Participant deferral / active EE | $5,762 | $2,987+92.9% | $3,706+55.5% | $3,332+73.0% |
| Admin fee / account holder | $2,223 | $4,512-50.7% | $5,608-60.4% | $4,645-52.2% |