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 | $83,299 | $60,892+36.8% | $82,389+1.1% | $84,808-1.8% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 18.45% | 37.29%-18.8pp | 28.67%-10.2pp | 40.90%-22.4pp |
| Employer contribution / active EE | $2,592 | $1,779+45.7% | $2,517+3.0% | $2,631-1.5% |
| Participant deferral / active EE | $5,724 | $3,179+80.1% | $4,155+37.8% | $4,212+35.9% |
| Admin fee / account holder | $467 | $5,467-91.5% | $7,231-93.5% | $7,344-93.6% |