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 | $75,024 | $62,573+19.9% | $85,682-12.4% | $85,850-12.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 25.51% | 23.77%+1.7pp | 21.49%+4.0pp | 318.53%-293.0pp |
| Employer contribution / active EE | $4,057 | $1,757+130.9% | $2,618+54.9% | $2,565+58.2% |
| Participant deferral / active EE | $4,973 | $2,802+77.4% | $3,923+26.8% | $3,952+25.8% |
| Admin fee / account holder | $1,091 | $4,640-76.5% | $6,873-84.1% | $6,260-82.6% |