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 | $74,141 | $77,813-4.7% | $123,544-40.0% | $64,186+15.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 6.59% | 12.48%-5.9pp | 119.20%-112.6pp | 7.63%-1.0pp |
| Employer contribution / active EE | $2,584 | $3,014-14.3% | $4,628-44.2% | $2,381+8.5% |
| Participant deferral / active EE | $5,829 | $5,240+11.2% | $6,426-9.3% | $3,470+68.0% |
| Admin fee / account holder | $3,788 | $5,519-31.4% | $9,284-59.2% | $4,888-22.5% |