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 | $90,901 | $58,851+54.5% | $115,157-21.1% | $72,985+24.5% |
| Participation rate | 100.0% | 65.5%+34.5pp | 75.9%+24.1pp | 69.5%+30.5pp |
| Annual return | 17.02% | 23.16%-6.1pp | 35.60%-18.6pp | 81.00%-64.0pp |
| Employer contribution / active EE | $3,429 | $1,798+90.7% | $3,179+7.9% | $2,440+40.6% |
| Participant deferral / active EE | $2,569 | $2,643-2.8% | $4,168-38.4% | $3,607-28.8% |
| Admin fee / account holder | $685 | $6,370-89.2% | $7,088-90.3% | $5,124-86.6% |