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 | $71,691 | $60,349+18.8% | $74,183-3.4% | $62,891+14.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 5.82% | 21.37%-15.6pp | 17.74%-11.9pp | 20.14%-14.3pp |
| Employer contribution / active EE | $1,556 | $1,680-7.4% | $2,370-34.3% | $2,281-31.8% |
| Participant deferral / active EE | $1,909 | $2,856-33.2% | $3,550-46.2% | $3,203-40.4% |
| Admin fee / account holder | $6,184 | $4,261+45.1% | $5,586+10.7% | $4,296+44.0% |