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 | $56,919 | $57,354-0.8% | $83,848-32.1% | $64,186-11.3% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 3.73% | 11.38%-7.7pp | 850.88%-847.2pp | 7.63%-3.9pp |
| Employer contribution / active EE | $2,419 | $2,545-5.0% | $3,631-33.4% | $2,381+1.6% |
| Participant deferral / active EE | $2,311 | $2,993-22.8% | $4,082-43.4% | $3,470-33.4% |
| Admin fee / account holder | $25,861 | $4,046+539.2% | $5,478+372.1% | $4,888+429.1% |