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 | $32,965 | $45,035-26.8% | $62,995-47.7% | $70,131-53.0% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 12.51% | 18.76%-6.2pp | 87.57%-75.1pp | 73.14%-60.6pp |
| Employer contribution / active EE | $3,969 | $2,051+93.5% | $2,759+43.9% | $2,342+69.5% |
| Participant deferral / active EE | $0 | $2,465-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,032 | $2,834-63.6% | $3,600-71.3% | $4,645-77.8% |