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 | $47,790 | $39,122+22.2% | $57,179-16.4% | $62,891-24.0% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 6.62% | 9.23%-2.6pp | 14.59%-8.0pp | 20.14%-13.5pp |
| Employer contribution / active EE | $3,290 | $1,874+75.5% | $2,682+22.6% | $2,281+44.2% |
| Participant deferral / active EE | $3,317 | $2,374+39.7% | $3,096+7.1% | $3,203+3.6% |
| Admin fee / account holder | $543 | $2,592-79.0% | $3,139-82.7% | $4,296-87.4% |