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 | $30,097 | $112,881-73.3% | $90,951-66.9% | $158,922-81.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 10.99% | 215.79%-204.8pp | 134.60%-123.6pp | 302.83%-291.8pp |
| Employer contribution / active EE | $1,757 | $2,893-39.3% | $2,122-17.2% | $4,761-63.1% |
| Participant deferral / active EE | $2,136 | $4,128-48.2% | $3,373-36.7% | $5,982-64.3% |
| Admin fee / account holder | $3,700 | $8,041-54.0% | $5,959-37.9% | $11,246-67.1% |