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 | $90,418 | $62,573+44.5% | $85,682+5.5% | $85,850+5.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 26.45% | 23.77%+2.7pp | 21.49%+5.0pp | 318.53%-292.1pp |
| Employer contribution / active EE | $947 | $1,757-46.1% | $2,618-63.8% | $2,565-63.1% |
| Participant deferral / active EE | $2,419 | $2,802-13.7% | $3,923-38.3% | $3,952-38.8% |
| Admin fee / account holder | $406 | $4,640-91.2% | $6,873-94.1% | $6,260-93.5% |