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 | $92,872 | $74,927+23.9% | $101,794-8.8% | $84,808+9.5% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 14.20% | 18.70%-4.5pp | 30.53%-16.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,894 | $1,522+24.4% | $2,289-17.3% | $2,631-28.0% |
| Participant deferral / active EE | $4,222 | $3,099+36.2% | $4,084+3.4% | $4,212+0.2% |
| Admin fee / account holder | $1,766 | $6,514-72.9% | $8,777-79.9% | $7,344-75.9% |