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 | $81,672 | $69,977+16.7% | $108,579-24.8% | $62,891+29.9% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 8.37% | 10.73%-2.4pp | -51.70%+60.1pp | 20.14%-11.8pp |
| Employer contribution / active EE | $2,530 | $2,135+18.5% | $3,758-32.7% | $2,281+10.9% |
| Participant deferral / active EE | $3,535 | $3,165+11.7% | $4,311-18.0% | $3,203+10.4% |
| Admin fee / account holder | $9,007 | $5,076+77.4% | $7,645+17.8% | $4,296+109.7% |