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 | $63,100 | $60,349+4.6% | $74,183-14.9% | $62,891+0.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 5.31% | 21.37%-16.1pp | 17.74%-12.4pp | 20.14%-14.8pp |
| Employer contribution / active EE | $1,989 | $1,680+18.4% | $2,370-16.1% | $2,281-12.8% |
| Participant deferral / active EE | $5,692 | $2,856+99.3% | $3,550+60.4% | $3,203+77.7% |
| Admin fee / account holder | $13,332 | $4,261+212.9% | $5,586+138.7% | $4,296+210.4% |