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 | $74,771 | $60,349+23.9% | $74,183+0.8% | $62,891+18.9% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.13% | 21.37%-15.2pp | 17.74%-11.6pp | 20.14%-14.0pp |
| Employer contribution / active EE | $2,745 | $1,680+63.4% | $2,370+15.8% | $2,281+20.4% |
| Participant deferral / active EE | $3,702 | $2,856+29.6% | $3,550+4.3% | $3,203+15.6% |
| Admin fee / account holder | $949 | $4,261-77.7% | $5,586-83.0% | $4,296-77.9% |