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 | $58,531 | $91,552-36.1% | $133,956-56.3% | $79,858-26.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 16.22% | 61.85%-45.6pp | 45.09%-28.9pp | 31.71%-15.5pp |
| Employer contribution / active EE | $2,622 | $2,384+10.0% | $3,919-33.1% | $2,471+6.1% |
| Participant deferral / active EE | $3,092 | $3,733-17.2% | $5,048-38.7% | $3,740-17.3% |
| Admin fee / account holder | $8,868 | $6,321+40.3% | $8,927-0.7% | $5,306+67.1% |