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 | $48,405 | $60,349-19.8% | $74,183-34.7% | $62,891-23.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 11.74% | 21.37%-9.6pp | 17.74%-6.0pp | 20.14%-8.4pp |
| Employer contribution / active EE | $6,744 | $1,680+301.4% | $2,370+184.5% | $2,281+195.7% |
| Participant deferral / active EE | $3,789 | $2,856+32.7% | $3,550+6.7% | $3,203+18.3% |
| Admin fee / account holder | $3,383 | $4,261-20.6% | $5,586-39.4% | $4,296-21.2% |