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 | $45,002 | $76,367-41.1% | $93,606-51.9% | $72,985-38.3% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 17.90% | 25.82%-7.9pp | 32.76%-14.9pp | 81.00%-63.1pp |
| Employer contribution / active EE | $2,841 | $2,275+24.9% | $2,718+4.5% | $2,440+16.5% |
| Participant deferral / active EE | $3,682 | $3,538+4.1% | $4,069-9.5% | $3,607+2.1% |
| Admin fee / account holder | $4,944 | $6,838-27.7% | $7,888-37.3% | $5,124-3.5% |