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 | $32,929 | $60,022-45.1% | $88,946-63.0% | $84,808-61.2% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 15.72% | 22.43%-6.7pp | 57.82%-42.1pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,390 | $1,703+40.4% | $2,555-6.4% | $2,631-9.1% |
| Participant deferral / active EE | $3,848 | $3,114+23.6% | $4,581-16.0% | $4,212-8.6% |
| Admin fee / account holder | $1,231 | $4,811-74.4% | $8,261-85.1% | $7,344-83.2% |