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 7-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 | $81,292 | $59,839+35.9% | $81,983-0.8% | $79,858+1.8% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.2%+30.8pp | 69.6%+30.4pp |
| Annual return | 22.74% | 17.56%+5.2pp | 41.31%-18.6pp | 31.71%-9.0pp |
| Employer contribution / active EE | $4,200 | $1,713+145.1% | $2,498+68.1% | $2,471+70.0% |
| Participant deferral / active EE | $10,938 | $2,695+305.8% | $3,722+193.9% | $3,740+192.5% |
| Admin fee / account holder | $2,741 | $4,287-36.1% | $5,664-51.6% | $5,306-48.3% |