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 | $29,986 | $67,606-55.6% | $82,313-63.6% | $70,131-57.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 15.04% | 21.57%-6.5pp | 25.88%-10.8pp | 73.14%-58.1pp |
| Employer contribution / active EE | $1,644 | $1,755-6.3% | $2,428-32.3% | $2,342-29.8% |
| Participant deferral / active EE | $1,366 | $2,987-54.3% | $3,706-63.1% | $3,332-59.0% |
| Admin fee / account holder | $965 | $4,512-78.6% | $5,608-82.8% | $4,645-79.2% |