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 | $58,397 | $54,762+6.6% | $90,281-35.3% | $72,985-20.0% |
| Participation rate | 96.9% | 65.1%+31.7pp | 73.3%+23.6pp | 69.5%+27.4pp |
| Annual return | 22.96% | 30.63%-7.7pp | 78.10%-55.1pp | 81.00%-58.0pp |
| Employer contribution / active EE | $7,764 | $2,092+271.0% | $2,854+172.0% | $2,440+218.2% |
| Participant deferral / active EE | $2,091 | $2,887-27.6% | $3,885-46.2% | $3,607-42.0% |
| Admin fee / account holder | $1,508 | $3,972-62.0% | $5,351-71.8% | $5,124-70.6% |