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 | $34,091 | $46,553-26.8% | $64,056-46.8% | $75,163-54.6% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 20.41% | 26.03%-5.6pp | 33.69%-13.3pp | 160.62%-140.2pp |
| Employer contribution / active EE | $3,557 | $1,974+80.2% | $2,747+29.5% | $2,670+33.2% |
| Participant deferral / active EE | $4,161 | $2,837+46.7% | $3,880+7.2% | $4,125+0.9% |
| Admin fee / account holder | $1,546 | $2,952-47.6% | $3,068-49.6% | $5,651-72.6% |