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 | $23,084 | $45,035-48.7% | $62,995-63.4% | $70,131-67.1% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 20.50% | 18.76%+1.7pp | 87.57%-67.1pp | 73.14%-52.6pp |
| Employer contribution / active EE | $3,475 | $2,051+69.4% | $2,759+26.0% | $2,342+48.4% |
| Participant deferral / active EE | $4,275 | $2,465+73.5% | $3,329+28.4% | $3,332+28.3% |
| Admin fee / account holder | $1,374 | $2,834-51.5% | $3,600-61.8% | $4,645-70.4% |