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 | $84,779 | $60,349+40.5% | $74,183+14.3% | $62,891+34.8% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 9.03% | 21.37%-12.3pp | 17.74%-8.7pp | 20.14%-11.1pp |
| Employer contribution / active EE | $976 | $1,680-41.9% | $2,370-58.8% | $2,281-57.2% |
| Participant deferral / active EE | $3,926 | $2,856+37.4% | $3,550+10.6% | $3,203+22.6% |
| Admin fee / account holder | $4,466 | $4,261+4.8% | $5,586-20.1% | $4,296+4.0% |