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 | $31,067 | $95,266-67.4% | $82,389-62.3% | $142,382-78.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 13.35% | 25.74%-12.4pp | 28.67%-15.3pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,371 | $2,991-54.2% | $2,517-45.5% | $4,299-68.1% |
| Participant deferral / active EE | $2,163 | $4,809-55.0% | $4,155-47.9% | $6,507-66.8% |
| Admin fee / account holder | $8,558 | $8,563-0.1% | $7,231+18.4% | $12,624-32.2% |