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 3-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 | $79,751 | $109,413-27.1% | $156,263-49.0% | $84,808-6.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 20.14% | 20.18%0pp | 59.47%-39.3pp | 40.90%-20.8pp |
| Employer contribution / active EE | $2,854 | $2,907-1.8% | $4,333-34.1% | $2,631+8.5% |
| Participant deferral / active EE | $6,604 | $4,590+43.9% | $6,158+7.2% | $4,212+56.8% |
| Admin fee / account holder | $1,791 | $9,357-80.9% | $14,255-87.4% | $7,344-75.6% |