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 5-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 | $81,919 | $78,422+4.5% | $95,952-14.6% | $79,858+2.6% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 16.85% | 19.37%-2.5pp | 91.61%-74.8pp | 31.71%-14.9pp |
| Employer contribution / active EE | $1,469 | $1,945-24.5% | $2,541-42.2% | $2,471-40.5% |
| Participant deferral / active EE | $4,388 | $3,440+27.6% | $4,167+5.3% | $3,740+17.3% |
| Admin fee / account holder | $5,769 | $5,622+2.6% | $6,795-15.1% | $5,306+8.7% |