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 | $34,392 | $61,280-43.9% | $69,780-50.7% | $84,808-59.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 79.3%+20.7pp | 68.3%+31.7pp |
| Annual return | 17.93% | 12.93%+5.0pp | 26.31%-8.4pp | 40.90%-23.0pp |
| Employer contribution / active EE | $3,934 | $3,577+10.0% | $4,168-5.6% | $2,631+49.5% |
| Participant deferral / active EE | $6,558 | $3,756+74.6% | $6,164+6.4% | $4,212+55.7% |
| Admin fee / account holder | $10,030 | $6,026+66.5% | $7,285+37.7% | $7,344+36.6% |