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 | $38,648 | $39,122-1.2% | $57,179-32.4% | $62,891-38.5% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 11.47% | 9.23%+2.2pp | 14.59%-3.1pp | 20.14%-8.7pp |
| Employer contribution / active EE | $2,199 | $1,874+17.3% | $2,682-18.0% | $2,281-3.6% |
| Participant deferral / active EE | $2,318 | $2,374-2.3% | $3,096-25.1% | $3,203-27.6% |
| Admin fee / account holder | $4,454 | $2,592+71.9% | $3,139+41.9% | $4,296+3.7% |