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 | $55,183 | $39,122+41.1% | $57,179-3.5% | $62,891-12.3% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 5.98% | 9.23%-3.3pp | 14.59%-8.6pp | 20.14%-14.2pp |
| Employer contribution / active EE | $3,391 | $1,874+80.9% | $2,682+26.4% | $2,281+48.7% |
| Participant deferral / active EE | $3,782 | $2,374+59.3% | $3,096+22.1% | $3,203+18.1% |
| Admin fee / account holder | $2,554 | $2,592-1.5% | $3,139-18.6% | $4,296-40.5% |