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 | $40,161 | $52,836-24.0% | $105,738-62.0% | $64,186-37.4% |
| Participation rate | 100.0% | 66.5%+33.5pp | 76.3%+23.7pp | 69.6%+30.4pp |
| Annual return | -7.71% | 14.30%-22.0pp | 6.27%-14.0pp | 7.63%-15.3pp |
| Employer contribution / active EE | $6,118 | $1,827+234.9% | $3,268+87.2% | $2,381+157.0% |
| Participant deferral / active EE | $2,533 | $2,545-0.5% | $4,080-37.9% | $3,470-27.0% |
| Admin fee / account holder | $1,061 | $3,959-73.2% | $6,913-84.7% | $4,888-78.3% |