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 | $34,254 | $90,503-62.2% | $78,689-56.5% | $273,961-87.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 11.56% | 75.60%-64.0pp | 62.18%-50.6pp | 41.45%-29.9pp |
| Employer contribution / active EE | $2,627 | $3,176-17.3% | $2,851-7.8% | $4,869-46.0% |
| Participant deferral / active EE | $6,240 | $3,901+59.9% | $3,517+77.4% | $5,287+18.0% |
| Admin fee / account holder | $306 | $5,263-94.2% | $4,510-93.2% | $10,132-97.0% |