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 | $88,725 | $54,762+62.0% | $90,281-1.7% | $72,985+21.6% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 21.62% | 30.63%-9.0pp | 78.10%-56.5pp | 81.00%-59.4pp |
| Employer contribution / active EE | $720 | $2,092-65.6% | $2,854-74.8% | $2,440-70.5% |
| Participant deferral / active EE | $3,521 | $2,887+22.0% | $3,885-9.4% | $3,607-2.4% |
| Admin fee / account holder | $7,803 | $3,972+96.4% | $5,351+45.8% | $5,124+52.3% |