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 | $89,315 | $77,896+14.7% | $134,172-33.4% | $82,448+8.3% |
| Participation rate | 100.0% | 62.8%+37.2pp | 72.5%+27.5pp | 68.1%+31.9pp |
| Annual return | 15.82% | 18.21%-2.4pp | 25.30%-9.5pp | 41.64%-25.8pp |
| Employer contribution / active EE | $3,229 | $2,159+49.5% | $3,420-5.6% | $2,551+26.6% |
| Participant deferral / active EE | $2,646 | $3,162-16.3% | $4,690-43.6% | $4,139-36.1% |
| Admin fee / account holder | $2,712 | $6,336-57.2% | $12,016-77.4% | $7,234-62.5% |