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 | $65,480 | $60,349+8.5% | $74,183-11.7% | $62,891+4.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 5.22% | 21.37%-16.2pp | 17.74%-12.5pp | 20.14%-14.9pp |
| Employer contribution / active EE | $1,795 | $1,680+6.8% | $2,370-24.3% | $2,281-21.3% |
| Participant deferral / active EE | $3,650 | $2,856+27.8% | $3,550+2.8% | $3,203+14.0% |
| Admin fee / account holder | $1,172 | $4,261-72.5% | $5,586-79.0% | $4,296-72.7% |