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 | $75,445 | $78,422-3.8% | $95,952-21.4% | $79,858-5.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 14.45% | 19.37%-4.9pp | 91.61%-77.2pp | 31.71%-17.3pp |
| Employer contribution / active EE | $7,145 | $1,945+267.3% | $2,541+181.2% | $2,471+189.2% |
| Participant deferral / active EE | $4,646 | $3,440+35.1% | $4,167+11.5% | $3,740+24.2% |
| Admin fee / account holder | $5,188 | $5,622-7.7% | $6,795-23.7% | $5,306-2.2% |