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 | $37,148 | $57,065-34.9% | $75,670-50.9% | $70,131-47.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 13.20% | 23.57%-10.4pp | 27.34%-14.1pp | 73.14%-59.9pp |
| Employer contribution / active EE | $1,681 | $1,817-7.5% | $2,352-28.5% | $2,342-28.3% |
| Participant deferral / active EE | $3,745 | $2,580+45.2% | $3,142+19.2% | $3,332+12.4% |
| Admin fee / account holder | $576 | $3,825-84.9% | $5,800-90.1% | $4,645-87.6% |