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 | $42,463 | $51,638-17.8% | $68,368-37.9% | $82,448-48.5% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 13.46% | 37.53%-24.1pp | 292.57%-279.1pp | 41.64%-28.2pp |
| Employer contribution / active EE | $2,813 | $2,047+37.4% | $2,649+6.2% | $2,551+10.3% |
| Participant deferral / active EE | $2,004 | $2,914-31.2% | $4,123-51.4% | $4,139-51.6% |
| Admin fee / account holder | $1,820 | $4,643-60.8% | $5,150-64.7% | $7,234-74.8% |