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 | $57,026 | $45,035+26.6% | $62,995-9.5% | $70,131-18.7% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.21% | 18.76%-4.5pp | 87.57%-73.4pp | 73.14%-58.9pp |
| Employer contribution / active EE | $2,898 | $2,051+41.3% | $2,759+5.1% | $2,342+23.7% |
| Participant deferral / active EE | $2,948 | $2,465+19.6% | $3,329-11.5% | $3,332-11.5% |
| Admin fee / account holder | $4,970 | $2,834+75.3% | $3,600+38.1% | $4,645+7.0% |