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 | $87,736 | $45,073+94.7% | $69,455+26.3% | $72,985+20.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 15.71% | 22.65%-6.9pp | 28.97%-13.3pp | 81.00%-65.3pp |
| Employer contribution / active EE | $773 | $2,054-62.4% | $2,779-72.2% | $2,440-68.3% |
| Participant deferral / active EE | $2,370 | $2,602-8.9% | $3,535-33.0% | $3,607-34.3% |
| Admin fee / account holder | $3,285 | $3,056+7.5% | $3,839-14.4% | $5,124-35.9% |