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 | $57,070 | $78,422-27.2% | $95,952-40.5% | $79,858-28.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 13.60% | 19.37%-5.8pp | 91.61%-78.0pp | 31.71%-18.1pp |
| Employer contribution / active EE | $3,886 | $1,945+99.8% | $2,541+53.0% | $2,471+57.3% |
| Participant deferral / active EE | $5,195 | $3,440+51.0% | $4,167+24.7% | $3,740+38.9% |
| Admin fee / account holder | $9,211 | $5,622+63.8% | $6,795+35.5% | $5,306+73.6% |