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 | $63,376 | $69,518-8.8% | $59,878+5.8% | $135,375-53.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 5.35% | 7.94%-2.6pp | 3.46%+1.9pp | 519.73%-514.4pp |
| Employer contribution / active EE | $4,915 | $3,235+51.9% | $2,722+80.6% | $4,779+2.8% |
| Participant deferral / active EE | $2,422 | $4,206-42.4% | $3,402-28.8% | $5,609-56.8% |
| Admin fee / account holder | $1,771 | $5,734-69.1% | $3,590-50.7% | $10,827-83.6% |