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 | $30,592 | $52,580-41.8% | $71,671-57.3% | $70,131-56.4% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 15.92% | 20.25%-4.3pp | 20.65%-4.7pp | 73.14%-57.2pp |
| Employer contribution / active EE | $3,333 | $1,616+106.3% | $2,460+35.5% | $2,342+42.3% |
| Participant deferral / active EE | $2,856 | $2,386+19.7% | $3,438-16.9% | $3,332-14.3% |
| Admin fee / account holder | $1,431 | $3,653-60.8% | $5,558-74.3% | $4,645-69.2% |