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 | $33,105 | $45,035-26.5% | $62,995-47.4% | $70,131-52.8% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 32.05% | 18.76%+13.3pp | 87.57%-55.5pp | 73.14%-41.1pp |
| Employer contribution / active EE | $6,257 | $2,051+205.0% | $2,759+126.8% | $2,342+167.1% |
| Participant deferral / active EE | $4,845 | $2,465+96.6% | $3,329+45.5% | $3,332+45.4% |
| Admin fee / account holder | $2,558 | $2,834-9.8% | $3,600-29.0% | $4,645-44.9% |