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 | $31,088 | $55,706-44.2% | $75,886-59.0% | $72,985-57.4% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 18.36% | 27.59%-9.2pp | 30.76%-12.4pp | 81.00%-62.6pp |
| Employer contribution / active EE | $5,494 | $1,687+225.7% | $2,500+119.7% | $2,440+125.2% |
| Participant deferral / active EE | $2,800 | $2,634+6.3% | $3,603-22.3% | $3,607-22.4% |
| Admin fee / account holder | $1,503 | $3,978-62.2% | $5,418-72.3% | $5,124-70.7% |