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 | $32,133 | $46,869-31.4% | $122,332-73.7% | $70,131-54.2% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 20.94% | 24.22%-3.3pp | 30.27%-9.3pp | 73.14%-52.2pp |
| Employer contribution / active EE | $651 | $1,288-49.5% | $4,050-83.9% | $2,342-72.2% |
| Participant deferral / active EE | $4,328 | $2,166+99.8% | $3,287+31.7% | $3,332+29.9% |
| Admin fee / account holder | $1,447 | $3,322-56.5% | $5,478-73.6% | $4,645-68.9% |