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 | $82,784 | $45,035+83.8% | $62,995+31.4% | $70,131+18.0% |
| Participation rate | 90.9% | 69.5%+21.4pp | 74.8%+16.1pp | 69.5%+21.4pp |
| Annual return | 14.22% | 18.76%-4.5pp | 87.57%-73.3pp | 73.14%-58.9pp |
| Employer contribution / active EE | $4,077 | $2,051+98.8% | $2,759+47.8% | $2,342+74.1% |
| Participant deferral / active EE | $2,445 | $2,465-0.8% | $3,329-26.5% | $3,332-26.6% |
| Admin fee / account holder | $4,631 | $2,834+63.4% | $3,600+28.6% | $4,645-0.3% |