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 | $85,076 | $42,383+100.7% | $76,523+11.2% | $64,186+32.5% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 19.07% | -16.54%+35.6pp | -0.27%+19.3pp | 7.63%+11.4pp |
| Employer contribution / active EE | $1,998 | $1,563+27.8% | $2,647-24.5% | $2,381-16.1% |
| Participant deferral / active EE | $3,480 | $2,566+35.6% | $3,835-9.3% | $3,470+0.3% |
| Admin fee / account holder | $3,878 | $3,198+21.3% | $4,848-20.0% | $4,888-20.7% |