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 | $35,052 | $60,349-41.9% | $74,183-52.7% | $62,891-44.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 10.65% | 21.37%-10.7pp | 17.74%-7.1pp | 20.14%-9.5pp |
| Employer contribution / active EE | $1,457 | $1,680-13.3% | $2,370-38.5% | $2,281-36.1% |
| Participant deferral / active EE | $2,080 | $2,856-27.2% | $3,550-41.4% | $3,203-35.1% |
| Admin fee / account holder | $4,575 | $4,261+7.4% | $5,586-18.1% | $4,296+6.5% |