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 | $49,665 | $78,926-37.1% | $136,749-63.7% | $84,808-41.4% |
| Participation rate | 100.0% | 62.2%+37.8pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 21.30% | 18.17%+3.1pp | 24.33%-3.0pp | 40.90%-19.6pp |
| Employer contribution / active EE | $7,398 | $2,134+246.7% | $3,400+117.6% | $2,631+181.2% |
| Participant deferral / active EE | $15,039 | $3,168+374.7% | $4,692+220.5% | $4,212+257.1% |
| Admin fee / account holder | $7,865 | $6,369+23.5% | $11,386-30.9% | $7,344+7.1% |