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 | $96,279 | $76,552+25.8% | $123,892-22.3% | $62,891+53.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.81% | 18.68%-10.9pp | 47.52%-39.7pp | 20.14%-12.3pp |
| Employer contribution / active EE | $3,211 | $2,883+11.4% | $4,617-30.5% | $2,281+40.8% |
| Participant deferral / active EE | $3,906 | $4,840-19.3% | $5,984-34.7% | $3,203+21.9% |
| Admin fee / account holder | $2,042 | $4,826-57.7% | $8,357-75.6% | $4,296-52.5% |