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 | $19,661 | $43,327-54.6% | $59,878-67.2% | $64,186-69.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 8.43% | -1.55%+10.0pp | 3.46%+5.0pp | 7.63%+0.8pp |
| Employer contribution / active EE | $3,693 | $2,028+82.1% | $2,722+35.7% | $2,381+55.1% |
| Participant deferral / active EE | $6,032 | $2,546+136.9% | $3,402+77.3% | $3,470+73.9% |
| Admin fee / account holder | $335 | $3,005-88.8% | $3,590-90.7% | $4,888-93.1% |