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 | $27,620 | $46,869-41.1% | $122,332-77.4% | $70,131-60.6% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 17.48% | 24.22%-6.7pp | 30.27%-12.8pp | 73.14%-55.7pp |
| Employer contribution / active EE | $671 | $1,288-47.9% | $4,050-83.4% | $2,342-71.3% |
| Participant deferral / active EE | $3,906 | $2,166+80.3% | $3,287+18.8% | $3,332+17.2% |
| Admin fee / account holder | $3,864 | $3,322+16.3% | $5,478-29.5% | $4,645-16.8% |