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 | $119,025 | $72,492+64.2% | $87,100+36.7% | $72,985+63.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.72% | 24.46%-4.7pp | 28.19%-8.5pp | 81.00%-61.3pp |
| Employer contribution / active EE | $914 | $1,894-51.7% | $2,521-63.8% | $2,440-62.5% |
| Participant deferral / active EE | $4,884 | $3,270+49.4% | $4,049+20.6% | $3,607+35.4% |
| Admin fee / account holder | $5,437 | $5,055+7.6% | $7,497-27.5% | $5,124+6.1% |