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 | $79,798 | $45,073+77.0% | $69,455+14.9% | $72,985+9.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 22.39% | 22.65%-0.3pp | 28.97%-6.6pp | 81.00%-58.6pp |
| Employer contribution / active EE | $3,398 | $2,054+65.4% | $2,779+22.3% | $2,440+39.3% |
| Participant deferral / active EE | $2,498 | $2,602-4.0% | $3,535-29.3% | $3,607-30.8% |
| Admin fee / account holder | $705 | $3,056-76.9% | $3,839-81.6% | $5,124-86.2% |