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 | $26,053 | $39,122-33.4% | $57,179-54.4% | $62,891-58.6% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 16.96% | 9.23%+7.7pp | 14.59%+2.4pp | 20.14%-3.2pp |
| Employer contribution / active EE | $3,724 | $1,874+98.7% | $2,682+38.8% | $2,281+63.2% |
| Participant deferral / active EE | $3,264 | $2,374+37.5% | $3,096+5.4% | $3,203+1.9% |
| Admin fee / account holder | $3,611 | $2,592+39.3% | $3,139+15.0% | $4,296-15.9% |