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 | $56,840 | $52,379+8.5% | $46,225+23.0% | $273,961-79.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.5%+20.5pp | 83.0%+17.0pp |
| Annual return | 4.79% | 7.23%-2.4pp | 7.57%-2.8pp | 41.45%-36.7pp |
| Employer contribution / active EE | $1,733 | $4,226-59.0% | $3,424-49.4% | $4,869-64.4% |
| Participant deferral / active EE | $1,733 | $4,660-62.8% | $3,776-54.1% | $5,287-67.2% |
| Admin fee / account holder | $3,975 | $4,652-14.6% | $3,519+12.9% | $10,132-60.8% |