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 | $33,966 | $50,958-33.3% | $74,550-54.4% | $64,186-47.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 3.71% | -1.86%+5.6pp | 32.53%-28.8pp | 7.63%-3.9pp |
| Employer contribution / active EE | $3,233 | $1,115+189.9% | $1,961+64.9% | $2,381+35.8% |
| Participant deferral / active EE | $2,951 | $2,301+28.2% | $3,108-5.1% | $3,470-14.9% |
| Admin fee / account holder | $2,571 | $4,223-39.1% | $5,060-49.2% | $4,888-47.4% |