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 | $38,241 | $39,122-2.3% | $57,179-33.1% | $62,891-39.2% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 4.67% | 9.23%-4.6pp | 14.59%-9.9pp | 20.14%-15.5pp |
| Employer contribution / active EE | $2,936 | $1,874+56.6% | $2,682+9.4% | $2,281+28.7% |
| Participant deferral / active EE | $875 | $2,374-63.1% | $3,096-71.7% | $3,203-72.7% |
| Admin fee / account holder | $1,638 | $2,592-36.8% | $3,139-47.8% | $4,296-61.9% |