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 | $59,463 | $56,054+6.1% | $171,082-65.2% | $62,891-5.5% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | 9.30% | 22.52%-13.2pp | 32.56%-23.3pp | 20.14%-10.8pp |
| Employer contribution / active EE | $3,280 | $1,731+89.5% | $4,002-18.0% | $2,281+43.8% |
| Participant deferral / active EE | $4,723 | $3,158+49.6% | $4,797-1.5% | $3,203+47.5% |
| Admin fee / account holder | $2,631 | $3,647-27.8% | $8,520-69.1% | $4,296-38.7% |