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 | $67,157 | $83,477-19.6% | $125,175-46.3% | $72,985-8.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 17.89% | 25.78%-7.9pp | 43.79%-25.9pp | 81.00%-63.1pp |
| Employer contribution / active EE | $3,330 | $2,345+42.0% | $3,865-13.9% | $2,440+36.5% |
| Participant deferral / active EE | $4,062 | $3,585+13.3% | $4,937-17.7% | $3,607+12.6% |
| Admin fee / account holder | $32,702 | $5,517+492.7% | $9,702+237.1% | $5,124+538.2% |