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 | $29,547 | $84,527-65.0% | $67,711-56.4% | $125,391-76.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | 3.75% | 2.57%+1.2pp | 25.41%-21.7pp | 282.22%-278.5pp |
| Employer contribution / active EE | $3,160 | $3,292-4.0% | $2,559+23.5% | $4,866-35.1% |
| Participant deferral / active EE | $4,472 | $4,429+1.0% | $3,585+24.8% | $5,352-16.4% |
| Admin fee / account holder | $6,708 | $5,340+25.6% | $4,255+57.7% | $9,540-29.7% |