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 | $55,349 | $48,076+15.1% | $78,689-29.7% | $62,891-12.0% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 35.14% | 31.35%+3.8pp | 62.18%-27.0pp | 20.14%+15.0pp |
| Employer contribution / active EE | $4,216 | $2,015+109.2% | $2,851+47.9% | $2,281+84.8% |
| Participant deferral / active EE | $4,672 | $2,588+80.5% | $3,517+32.8% | $3,203+45.9% |
| Admin fee / account holder | $3,136 | $3,207-2.2% | $4,510-30.5% | $4,296-27.0% |