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 | $66,719 | $39,122+70.5% | $57,179+16.7% | $62,891+6.1% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 5.75% | 9.23%-3.5pp | 14.59%-8.8pp | 20.14%-14.4pp |
| Employer contribution / active EE | $2,305 | $1,874+23.0% | $2,682-14.1% | $2,281+1.1% |
| Participant deferral / active EE | $6,394 | $2,374+169.3% | $3,096+106.5% | $3,203+99.6% |
| Admin fee / account holder | $1,671 | $2,592-35.5% | $3,139-46.8% | $4,296-61.1% |