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 | $48,232 | $43,327+11.3% | $59,878-19.4% | $64,186-24.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 8.59% | -1.55%+10.1pp | 3.46%+5.1pp | 7.63%+1.0pp |
| Employer contribution / active EE | $5,211 | $2,028+156.9% | $2,722+91.5% | $2,381+118.9% |
| Participant deferral / active EE | $2,605 | $2,546+2.3% | $3,402-23.4% | $3,470-24.9% |
| Admin fee / account holder | $3,010 | $3,005+0.2% | $3,590-16.2% | $4,888-38.4% |