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 | $92,391 | $88,707+4.2% | $74,183+24.5% | $273,961-66.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.87% | 11.94%-8.1pp | 17.74%-13.9pp | 41.45%-37.6pp |
| Employer contribution / active EE | $3,523 | $3,159+11.5% | $2,370+48.6% | $4,869-27.6% |
| Participant deferral / active EE | $10,679 | $4,212+153.5% | $3,550+200.8% | $5,287+102.0% |
| Admin fee / account holder | $35,304 | $8,717+305.0% | $5,586+532.0% | $10,132+248.4% |