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 | $22,404 | $81,233-72.4% | $155,567-85.6% | $80,874-72.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.14% | 33.33%-21.2pp | 64.74%-52.6pp | 35.62%-23.5pp |
| Employer contribution / active EE | $2,789 | $3,101-10.1% | $4,674-40.3% | $2,756+1.2% |
| Participant deferral / active EE | $3,354 | $3,452-2.9% | $5,628-40.4% | $4,297-22.0% |
| Admin fee / account holder | $2,367 | $7,998-70.4% | $15,916-85.1% | $6,935-65.9% |