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 | $71,186 | $45,035+58.1% | $62,995+13.0% | $70,131+1.5% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 15.65% | 18.76%-3.1pp | 87.57%-71.9pp | 73.14%-57.5pp |
| Employer contribution / active EE | $8,622 | $2,051+320.3% | $2,759+212.5% | $2,342+268.1% |
| Participant deferral / active EE | $7,006 | $2,465+184.3% | $3,329+110.4% | $3,332+110.3% |
| Admin fee / account holder | $2,652 | $2,834-6.4% | $3,600-26.3% | $4,645-42.9% |