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 | $37,495 | $78,422-52.2% | $95,952-60.9% | $79,858-53.0% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 13.24% | 19.37%-6.1pp | 91.61%-78.4pp | 31.71%-18.5pp |
| Employer contribution / active EE | $2,062 | $1,945+6.0% | $2,541-18.9% | $2,471-16.6% |
| Participant deferral / active EE | $2,931 | $3,440-14.8% | $4,167-29.7% | $3,740-21.6% |
| Admin fee / account holder | $3,010 | $5,622-46.5% | $6,795-55.7% | $5,306-43.3% |