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 | $59,330 | $45,035+31.7% | $62,995-5.8% | $70,131-15.4% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 15.14% | 18.76%-3.6pp | 87.57%-72.4pp | 73.14%-58.0pp |
| Employer contribution / active EE | $3,395 | $2,051+65.5% | $2,759+23.1% | $2,342+44.9% |
| Participant deferral / active EE | $3,395 | $2,465+37.8% | $3,329+2.0% | $3,332+1.9% |
| Admin fee / account holder | $1,555 | $2,834-45.1% | $3,600-56.8% | $4,645-66.5% |