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 | $52,800 | $67,606-21.9% | $82,313-35.9% | $70,131-24.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 15.29% | 21.57%-6.3pp | 25.88%-10.6pp | 73.14%-57.9pp |
| Employer contribution / active EE | $2,782 | $1,755+58.5% | $2,428+14.6% | $2,342+18.8% |
| Participant deferral / active EE | $3,861 | $2,987+29.3% | $3,706+4.2% | $3,332+15.9% |
| Admin fee / account holder | $481 | $4,512-89.3% | $5,608-91.4% | $4,645-89.7% |