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 | $38,085 | $53,018-28.2% | $70,014-45.6% | $62,891-39.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 12.09% | 13.35%-1.3pp | 12.99%-0.9pp | 20.14%-8.0pp |
| Employer contribution / active EE | $6,151 | $1,799+241.9% | $2,338+163.1% | $2,281+169.7% |
| Participant deferral / active EE | $5,256 | $2,395+119.4% | $2,931+79.3% | $3,203+64.1% |
| Admin fee / account holder | $1,605 | $3,690-56.5% | $4,380-63.4% | $4,296-62.6% |