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 | $39,573 | $67,606-41.5% | $82,313-51.9% | $70,131-43.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.22% | 21.57%-2.3pp | 25.88%-6.7pp | 73.14%-53.9pp |
| Employer contribution / active EE | $1,863 | $1,755+6.2% | $2,428-23.3% | $2,342-20.5% |
| Participant deferral / active EE | $2,292 | $2,987-23.3% | $3,706-38.2% | $3,332-31.2% |
| Admin fee / account holder | $5,201 | $4,512+15.3% | $5,608-7.3% | $4,645+12.0% |