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 | $41,153 | $67,606-39.1% | $82,313-50.0% | $70,131-41.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 16.91% | 21.57%-4.7pp | 25.88%-9.0pp | 73.14%-56.2pp |
| Employer contribution / active EE | $3,355 | $1,755+91.2% | $2,428+38.2% | $2,342+43.2% |
| Participant deferral / active EE | $3,584 | $2,987+20.0% | $3,706-3.3% | $3,332+7.6% |
| Admin fee / account holder | $1,110 | $4,512-75.4% | $5,608-80.2% | $4,645-76.1% |