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 | $27,272 | $95,266-71.4% | $82,389-66.9% | $142,382-80.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 11.79% | 25.74%-13.9pp | 28.67%-16.9pp | 217.08%-205.3pp |
| Employer contribution / active EE | $2,628 | $2,991-12.1% | $2,517+4.4% | $4,299-38.9% |
| Participant deferral / active EE | $2,034 | $4,809-57.7% | $4,155-51.0% | $6,507-68.7% |
| Admin fee / account holder | $3,468 | $8,563-59.5% | $7,231-52.0% | $12,624-72.5% |