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 | $27,581 | $48,364-43.0% | $71,796-61.6% | $62,891-56.1% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 7.06% | 13.16%-6.1pp | 78.04%-71.0pp | 20.14%-13.1pp |
| Employer contribution / active EE | $2,168 | $1,042+108.1% | $1,924+12.7% | $2,281-4.9% |
| Participant deferral / active EE | $3,764 | $2,091+80.0% | $2,794+34.7% | $3,203+17.5% |
| Admin fee / account holder | $983 | $3,771-73.9% | $4,815-79.6% | $4,296-77.1% |