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 | $19,932 | $117,381-83.0% | $99,443-80.0% | $152,861-87.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 15.30% | 31.87%-16.6pp | 30.72%-15.4pp | 345.32%-330.0pp |
| Employer contribution / active EE | $3,177 | $3,013+5.4% | $2,540+25.1% | $4,762-33.3% |
| Participant deferral / active EE | $937 | $4,086-77.1% | $3,619-74.1% | $5,850-84.0% |
| Admin fee / account holder | $5,594 | $7,631-26.7% | $6,250-10.5% | $11,596-51.8% |