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 | $77,583 | $83,477-7.1% | $125,175-38.0% | $72,985+6.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 24.12% | 25.78%-1.7pp | 43.79%-19.7pp | 81.00%-56.9pp |
| Employer contribution / active EE | $3,444 | $2,345+46.9% | $3,865-10.9% | $2,440+41.2% |
| Participant deferral / active EE | $4,042 | $3,585+12.7% | $4,937-18.1% | $3,607+12.0% |
| Admin fee / account holder | $1,052 | $5,517-80.9% | $9,702-89.2% | $5,124-79.5% |