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 | $36,159 | $56,054-35.5% | $171,082-78.9% | $62,891-42.5% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | 12.22% | 22.52%-10.3pp | 32.56%-20.3pp | 20.14%-7.9pp |
| Employer contribution / active EE | $1,212 | $1,731-30.0% | $4,002-69.7% | $2,281-46.8% |
| Participant deferral / active EE | $2,659 | $3,158-15.8% | $4,797-44.6% | $3,203-17.0% |
| Admin fee / account holder | $2,010 | $3,647-44.9% | $8,520-76.4% | $4,296-53.2% |