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 | $24,830 | $45,035-44.9% | $62,995-60.6% | $70,131-64.6% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 22.53% | 18.76%+3.8pp | 87.57%-65.0pp | 73.14%-50.6pp |
| Employer contribution / active EE | $1,977 | $2,051-3.6% | $2,759-28.4% | $2,342-15.6% |
| Participant deferral / active EE | $837 | $2,465-66.0% | $3,329-74.9% | $3,332-74.9% |
| Admin fee / account holder | $3,396 | $2,834+19.8% | $3,600-5.7% | $4,645-26.9% |