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 | $30,090 | $90,503-66.8% | $78,689-61.8% | $273,961-89.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 15.25% | 75.60%-60.4pp | 62.18%-46.9pp | 41.45%-26.2pp |
| Employer contribution / active EE | $3,370 | $3,176+6.1% | $2,851+18.2% | $4,869-30.8% |
| Participant deferral / active EE | $6,602 | $3,901+69.2% | $3,517+87.7% | $5,287+24.9% |
| Admin fee / account holder | $1,621 | $5,263-69.2% | $4,510-64.1% | $10,132-84.0% |