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 | $74,581 | $52,903+41.0% | $73,307+1.7% | $59,632+25.1% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.9%+25.1pp | 68.7%+31.3pp |
| Annual return | 3.31% | 12.20%-8.9pp | 5.67%-2.4pp | 2041.28%-2038.0pp |
| Employer contribution / active EE | $4,478 | $1,909+134.6% | $3,237+38.3% | $2,203+103.3% |
| Participant deferral / active EE | $4,217 | $4,069+3.6% | $4,991-15.5% | $3,192+32.1% |
| Admin fee / account holder | $2,495 | $3,834-34.9% | $5,637-55.7% | $4,297-41.9% |