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 | $90,866 | $61,605+47.5% | $112,229-19.0% | $75,163+20.9% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 16.86% | 28.47%-11.6pp | 30.20%-13.3pp | 160.62%-143.8pp |
| Employer contribution / active EE | $3,083 | $2,015+53.0% | $3,430-10.1% | $2,670+15.5% |
| Participant deferral / active EE | $5,389 | $3,108+73.4% | $4,798+12.3% | $4,125+30.6% |
| Admin fee / account holder | $5,829 | $4,862+19.9% | $7,748-24.8% | $5,651+3.1% |