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 6-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 | $51,994 | $56,897-8.6% | $84,750-38.7% | $62,891-17.3% |
| Participation rate | 77.6% | 68.5%+9.1pp | 76.6%+1.0pp | 69.3%+8.3pp |
| Annual return | 8.30% | 6.30%+2.0pp | 22.78%-14.5pp | 20.14%-11.8pp |
| Employer contribution / active EE | $2,811 | $2,400+17.1% | $3,574-21.4% | $2,281+23.2% |
| Participant deferral / active EE | $3,836 | $2,709+41.6% | $3,712+3.4% | $3,203+19.8% |
| Admin fee / account holder | $472 | $3,581-86.8% | $5,332-91.1% | $4,296-89.0% |