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 | $24,557 | $55,706-55.9% | $75,886-67.6% | $72,985-66.4% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 22.46% | 27.59%-5.1pp | 30.76%-8.3pp | 81.00%-58.5pp |
| Employer contribution / active EE | $3,525 | $1,687+109.0% | $2,500+41.0% | $2,440+44.5% |
| Participant deferral / active EE | $3,220 | $2,634+22.2% | $3,603-10.6% | $3,607-10.7% |
| Admin fee / account holder | $1,788 | $3,978-55.1% | $5,418-67.0% | $5,124-65.1% |