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 | $64,076 | $39,122+63.8% | $57,179+12.1% | $62,891+1.9% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 1.90% | 9.23%-7.3pp | 14.59%-12.7pp | 20.14%-18.2pp |
| Employer contribution / active EE | $2,193 | $1,874+17.0% | $2,682-18.2% | $2,281-3.8% |
| Participant deferral / active EE | $3,677 | $2,374+54.9% | $3,096+18.8% | $3,203+14.8% |
| Admin fee / account holder | $337 | $2,592-87.0% | $3,139-89.3% | $4,296-92.2% |