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 | $87,688 | $54,762+60.1% | $90,281-2.9% | $72,985+20.1% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 26.97% | 30.63%-3.7pp | 78.10%-51.1pp | 81.00%-54.0pp |
| Employer contribution / active EE | $3,437 | $2,092+64.2% | $2,854+20.4% | $2,440+40.9% |
| Participant deferral / active EE | $4,940 | $2,887+71.1% | $3,885+27.2% | $3,607+37.0% |
| Admin fee / account holder | $3,402 | $3,972-14.3% | $5,351-36.4% | $5,124-33.6% |