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 | $76,355 | $49,025+55.7% | $87,507-12.7% | $62,891+21.4% |
| Participation rate | 100.0% | 64.9%+35.1pp | 73.8%+26.2pp | 69.3%+30.7pp |
| Annual return | 6.50% | 10.02%-3.5pp | 12.21%-5.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,638 | $1,372+19.4% | $2,550-35.8% | $2,281-28.2% |
| Participant deferral / active EE | $3,999 | $2,289+74.7% | $3,149+27.0% | $3,203+24.9% |
| Admin fee / account holder | $3,762 | $4,065-7.5% | $4,221-10.9% | $4,296-12.4% |