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 | $49,876 | $78,422-36.4% | $95,952-48.0% | $79,858-37.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 19.48% | 19.37%+0.1pp | 91.61%-72.1pp | 31.71%-12.2pp |
| Employer contribution / active EE | $2,343 | $1,945+20.4% | $2,541-7.8% | $2,471-5.2% |
| Participant deferral / active EE | $4,112 | $3,440+19.6% | $4,167-1.3% | $3,740+10.0% |
| Admin fee / account holder | $17,996 | $5,622+220.1% | $6,795+164.8% | $5,306+239.1% |