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 | $58,897 | $56,897+3.5% | $84,750-30.5% | $62,891-6.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.40% | 6.30%+1.1pp | 22.78%-15.4pp | 20.14%-12.7pp |
| Employer contribution / active EE | $2,653 | $2,400+10.5% | $3,574-25.8% | $2,281+16.3% |
| Participant deferral / active EE | $7,047 | $2,709+160.1% | $3,712+89.9% | $3,203+120.0% |
| Admin fee / account holder | $2,042 | $3,581-43.0% | $5,332-61.7% | $4,296-52.5% |