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 | $79,721 | $53,596+48.7% | $90,645-12.1% | $64,186+24.2% |
| Participation rate | 100.0% | 64.5%+35.5pp | 74.0%+26.0pp | 69.6%+30.4pp |
| Annual return | 7.02% | 4.41%+2.6pp | 1.88%+5.1pp | 7.63%-0.6pp |
| Employer contribution / active EE | $3,545 | $1,503+135.9% | $2,532+40.0% | $2,381+48.9% |
| Participant deferral / active EE | $3,242 | $2,459+31.8% | $3,425-5.3% | $3,470-6.6% |
| Admin fee / account holder | $1,021 | $3,868-73.6% | $4,994-79.5% | $4,888-79.1% |