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 | $38,035 | $45,035-15.5% | $62,995-39.6% | $70,131-45.8% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 13.31% | 18.76%-5.4pp | 87.57%-74.3pp | 73.14%-59.8pp |
| Employer contribution / active EE | $2,851 | $2,051+39.0% | $2,759+3.3% | $2,342+21.7% |
| Participant deferral / active EE | $3,585 | $2,465+45.4% | $3,329+7.7% | $3,332+7.6% |
| Admin fee / account holder | $2,608 | $2,834-8.0% | $3,600-27.5% | $4,645-43.9% |