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 | $71,177 | $45,035+58.0% | $62,995+13.0% | $70,131+1.5% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 19.04% | 18.76%+0.3pp | 87.57%-68.5pp | 73.14%-54.1pp |
| Employer contribution / active EE | $5,461 | $2,051+166.2% | $2,759+97.9% | $2,342+133.1% |
| Participant deferral / active EE | $7,524 | $2,465+205.3% | $3,329+126.0% | $3,332+125.8% |
| Admin fee / account holder | $11,583 | $2,834+308.7% | $3,600+221.8% | $4,645+149.3% |