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 | $73,498 | $57,065+28.8% | $75,670-2.9% | $70,131+4.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 14.74% | 23.57%-8.8pp | 27.34%-12.6pp | 73.14%-58.4pp |
| Employer contribution / active EE | $4,576 | $1,817+151.9% | $2,352+94.6% | $2,342+95.4% |
| Participant deferral / active EE | $2,583 | $2,580+0.1% | $3,142-17.8% | $3,332-22.5% |
| Admin fee / account holder | $1,359 | $3,825-64.5% | $5,800-76.6% | $4,645-70.8% |