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 | $68,211 | $48,076+41.9% | $78,689-13.3% | $62,891+8.5% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 9.80% | 31.35%-21.6pp | 62.18%-52.4pp | 20.14%-10.3pp |
| Employer contribution / active EE | $2,733 | $2,015+35.6% | $2,851-4.1% | $2,281+19.8% |
| Participant deferral / active EE | $3,417 | $2,588+32.0% | $3,517-2.8% | $3,203+6.7% |
| Admin fee / account holder | $866 | $3,207-73.0% | $4,510-80.8% | $4,296-79.8% |