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 | $35,031 | $45,035-22.2% | $62,995-44.4% | $70,131-50.0% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 12.90% | 18.76%-5.9pp | 87.57%-74.7pp | 73.14%-60.2pp |
| Employer contribution / active EE | $2,404 | $2,051+17.2% | $2,759-12.9% | $2,342+2.6% |
| Participant deferral / active EE | $5,556 | $2,465+125.4% | $3,329+66.9% | $3,332+66.8% |
| Admin fee / account holder | $4,647 | $2,834+64.0% | $3,600+29.1% | $4,6450% |