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 | $52,780 | $61,280-13.9% | $69,780-24.4% | $84,808-37.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 79.3%+20.7pp | 68.3%+31.7pp |
| Annual return | 19.60% | 12.93%+6.7pp | 26.31%-6.7pp | 40.90%-21.3pp |
| Employer contribution / active EE | $5,786 | $3,577+61.8% | $4,168+38.8% | $2,631+119.9% |
| Participant deferral / active EE | $4,222 | $3,756+12.4% | $6,164-31.5% | $4,212+0.2% |
| Admin fee / account holder | $7,595 | $6,026+26.0% | $7,285+4.3% | $7,344+3.4% |