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 | $36,947 | $87,841-57.9% | $133,980-72.4% | $62,891-41.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 7.69% | 12.05%-4.4pp | 29.30%-21.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,994 | $3,483-42.7% | $5,211-61.7% | $2,281-12.6% |
| Participant deferral / active EE | $3,567 | $4,812-25.9% | $6,282-43.2% | $3,203+11.4% |
| Admin fee / account holder | $1,867 | $5,371-65.2% | $9,324-80.0% | $4,296-56.5% |