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 | $30,781 | $62,672-50.9% | $185,117-83.4% | $70,131-56.1% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 15.73% | 40.79%-25.1pp | 40.50%-24.8pp | 73.14%-57.4pp |
| Employer contribution / active EE | $1,704 | $1,753-2.8% | $4,182-59.3% | $2,342-27.3% |
| Participant deferral / active EE | $4,856 | $3,272+48.4% | $5,045-3.8% | $3,332+45.7% |
| Admin fee / account holder | $4,582 | $3,932+16.6% | $8,159-43.8% | $4,645-1.4% |