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 | $82,261 | $60,349+36.3% | $74,183+10.9% | $62,891+30.8% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.02% | 21.37%-14.3pp | 17.74%-10.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,359 | $1,680-19.1% | $2,370-42.7% | $2,281-40.4% |
| Participant deferral / active EE | $3,039 | $2,856+6.4% | $3,550-14.4% | $3,203-5.1% |
| Admin fee / account holder | $2,918 | $4,261-31.5% | $5,586-47.8% | $4,296-32.1% |