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 | $35,622 | $124,425-71.4% | $112,040-68.2% | $137,256-74.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 11.56% | 24.72%-13.2pp | 24.52%-13.0pp | 220.34%-208.8pp |
| Employer contribution / active EE | $1,755 | $3,411-48.6% | $2,954-40.6% | $4,156-57.8% |
| Participant deferral / active EE | $3,509 | $5,718-38.6% | $5,098-31.2% | $6,407-45.2% |
| Admin fee / account holder | $22,756 | $15,207+49.6% | $12,098+88.1% | $12,270+85.5% |