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 | $100,380 | $60,349+66.3% | $74,183+35.3% | $62,891+59.6% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.54% | 21.37%-13.8pp | 17.74%-10.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,650 | $1,680-1.8% | $2,370-30.4% | $2,281-27.7% |
| Participant deferral / active EE | $4,144 | $2,856+45.1% | $3,550+16.7% | $3,203+29.4% |
| Admin fee / account holder | $3,553 | $4,261-16.6% | $5,586-36.4% | $4,296-17.3% |