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 | $27,326 | $70,475-61.2% | $100,516-72.8% | $79,858-65.8% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 15.75% | 21.90%-6.2pp | 30.89%-15.1pp | 31.71%-16.0pp |
| Employer contribution / active EE | $2,426 | $2,165+12.1% | $3,418-29.0% | $2,471-1.8% |
| Participant deferral / active EE | $6,116 | $5,181+18.0% | $6,270-2.5% | $3,740+63.5% |
| Admin fee / account holder | $4,137 | $4,478-7.6% | $8,081-48.8% | $5,306-22.0% |