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 | $70,290 | $57,065+23.2% | $75,670-7.1% | $70,131+0.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 14.14% | 23.57%-9.4pp | 27.34%-13.2pp | 73.14%-59.0pp |
| Employer contribution / active EE | $2,659 | $1,817+46.4% | $2,352+13.1% | $2,342+13.5% |
| Participant deferral / active EE | $5,245 | $2,580+103.3% | $3,142+66.9% | $3,332+57.4% |
| Admin fee / account holder | $4,589 | $3,825+20.0% | $5,800-20.9% | $4,645-1.2% |