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 | $37,156 | $37,426-0.7% | $77,482-52.0% | $79,858-53.5% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.6%+30.4pp |
| Annual return | 11.49% | 39.70%-28.2pp | 54.79%-43.3pp | 31.71%-20.2pp |
| Employer contribution / active EE | $3,412 | $637+435.9% | $986+245.9% | $2,471+38.1% |
| Participant deferral / active EE | $3,109 | $1,260+146.7% | $1,861+67.0% | $3,740-16.9% |
| Admin fee / account holder | $3,685 | $2,504+47.2% | $2,858+29.0% | $5,306-30.5% |