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 | $37,467 | $56,277-33.4% | $80,975-53.7% | $62,891-40.4% |
| Participation rate | 100.0% | 69.0%+31.0pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 12.22% | 22.12%-9.9pp | 17.10%-4.9pp | 20.14%-7.9pp |
| Employer contribution / active EE | $2,567 | $1,943+32.1% | $3,714-30.9% | $2,281+12.5% |
| Participant deferral / active EE | $4,496 | $4,195+7.2% | $5,696-21.1% | $3,203+40.4% |
| Admin fee / account holder | $1,017 | $3,741-72.8% | $5,516-81.6% | $4,296-76.3% |