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 | $86,722 | $54,762+58.4% | $90,281-3.9% | $72,985+18.8% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 23.49% | 30.63%-7.1pp | 78.10%-54.6pp | 81.00%-57.5pp |
| Employer contribution / active EE | $2,974 | $2,092+42.1% | $2,854+4.2% | $2,440+21.9% |
| Participant deferral / active EE | $5,684 | $2,887+96.9% | $3,885+46.3% | $3,607+57.6% |
| Admin fee / account holder | $2,133 | $3,972-46.3% | $5,351-60.1% | $5,124-58.4% |