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 | $50,762 | $53,127-4.5% | $86,590-41.4% | $70,131-27.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 17.69% | 27.66%-10.0pp | 964.84%-947.2pp | 73.14%-55.5pp |
| Employer contribution / active EE | $2,032 | $2,068-1.7% | $2,839-28.4% | $2,342-13.2% |
| Participant deferral / active EE | $3,883 | $2,696+44.0% | $3,609+7.6% | $3,332+16.5% |
| Admin fee / account holder | $6,966 | $3,585+94.3% | $4,906+42.0% | $4,645+50.0% |