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 | $30,150 | $39,122-22.9% | $57,179-47.3% | $62,891-52.1% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 7.86% | 9.23%-1.4pp | 14.59%-6.7pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,353 | $1,874-27.8% | $2,682-49.6% | $2,281-40.7% |
| Participant deferral / active EE | $1,822 | $2,374-23.3% | $3,096-41.2% | $3,203-43.1% |
| Admin fee / account holder | $345 | $2,592-86.7% | $3,139-89.0% | $4,296-92.0% |