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 | $66,671 | $60,349+10.5% | $74,183-10.1% | $62,891+6.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 12.42% | 21.37%-8.9pp | 17.74%-5.3pp | 20.14%-7.7pp |
| Employer contribution / active EE | $2,696 | $1,680+60.5% | $2,370+13.8% | $2,281+18.2% |
| Participant deferral / active EE | $5,652 | $2,856+97.9% | $3,550+59.2% | $3,203+76.5% |
| Admin fee / account holder | $6,723 | $4,261+57.8% | $5,586+20.4% | $4,296+56.5% |