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 | $82,568 | $57,065+44.7% | $75,670+9.1% | $70,131+17.7% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 16.67% | 23.57%-6.9pp | 27.34%-10.7pp | 73.14%-56.5pp |
| Employer contribution / active EE | $1,210 | $1,817-33.4% | $2,352-48.5% | $2,342-48.3% |
| Participant deferral / active EE | $1,787 | $2,580-30.7% | $3,142-43.1% | $3,332-46.4% |
| Admin fee / account holder | $4,299 | $3,825+12.4% | $5,800-25.9% | $4,645-7.4% |