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 | $23,528 | $76,407-69.2% | $150,298-84.3% | $82,448-71.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 14.75% | 39.99%-25.2pp | 62.79%-48.0pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,101 | $2,614-57.9% | $4,154-73.5% | $2,551-56.8% |
| Participant deferral / active EE | $3,304 | $3,214+2.8% | $5,453-39.4% | $4,139-20.2% |
| Admin fee / account holder | $5,848 | $6,352-7.9% | $14,116-58.6% | $7,234-19.2% |