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 | $85,705 | $72,492+18.2% | $87,100-1.6% | $72,985+17.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.27% | 24.46%-5.2pp | 28.19%-8.9pp | 81.00%-61.7pp |
| Employer contribution / active EE | $4,497 | $1,894+137.4% | $2,521+78.3% | $2,440+84.3% |
| Participant deferral / active EE | $4,073 | $3,270+24.6% | $4,049+0.6% | $3,607+12.9% |
| Admin fee / account holder | $8,383 | $5,055+65.8% | $7,497+11.8% | $5,124+63.6% |