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 | $17,616 | $46,869-62.4% | $122,332-85.6% | $70,131-74.9% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 19.44% | 24.22%-4.8pp | 30.27%-10.8pp | 73.14%-53.7pp |
| Employer contribution / active EE | $1,199 | $1,288-6.9% | $4,050-70.4% | $2,342-48.8% |
| Participant deferral / active EE | $2,564 | $2,166+18.3% | $3,287-22.0% | $3,332-23.1% |
| Admin fee / account holder | $2,332 | $3,322-29.8% | $5,478-57.4% | $4,645-49.8% |