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 | $45,054 | $57,065-21.0% | $75,670-40.5% | $70,131-35.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 19.14% | 23.57%-4.4pp | 27.34%-8.2pp | 73.14%-54.0pp |
| Employer contribution / active EE | $1,969 | $1,817+8.4% | $2,352-16.3% | $2,342-15.9% |
| Participant deferral / active EE | $3,319 | $2,580+28.7% | $3,142+5.6% | $3,332-0.4% |
| Admin fee / account holder | $745 | $3,825-80.5% | $5,800-87.2% | $4,645-84.0% |