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 | $19,543 | $45,073-56.6% | $69,455-71.9% | $72,985-73.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 17.71% | 22.65%-4.9pp | 28.97%-11.3pp | 81.00%-63.3pp |
| Employer contribution / active EE | $2,384 | $2,054+16.1% | $2,779-14.2% | $2,440-2.3% |
| Participant deferral / active EE | $1,606 | $2,602-38.3% | $3,535-54.6% | $3,607-55.5% |
| Admin fee / account holder | $3,658 | $3,056+19.7% | $3,839-4.7% | $5,124-28.6% |