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 | $45,377 | $60,349-24.8% | $74,183-38.8% | $62,891-27.8% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.23% | 21.37%-14.1pp | 17.74%-10.5pp | 20.14%-12.9pp |
| Employer contribution / active EE | $2,334 | $1,680+38.9% | $2,370-1.5% | $2,281+2.3% |
| Participant deferral / active EE | $3,420 | $2,856+19.7% | $3,550-3.6% | $3,203+6.8% |
| Admin fee / account holder | $615 | $4,261-85.6% | $5,586-89.0% | $4,296-85.7% |