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 | $62,386 | $39,122+59.5% | $57,179+9.1% | $62,891-0.8% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 2.90% | 9.23%-6.3pp | 14.59%-11.7pp | 20.14%-17.2pp |
| Employer contribution / active EE | $3,843 | $1,874+105.1% | $2,682+43.3% | $2,281+68.5% |
| Participant deferral / active EE | $3,507 | $2,374+47.7% | $3,096+13.3% | $3,203+9.5% |
| Admin fee / account holder | $4,041 | $2,592+55.9% | $3,139+28.7% | $4,296-5.9% |