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 | $22,571 | $65,041-65.3% | $90,951-75.2% | $79,858-71.7% |
| Participation rate | 96.8% | 61.6%+35.2pp | 69.0%+27.8pp | 69.6%+27.1pp |
| Annual return | 16.40% | 30.45%-14.0pp | 134.60%-118.2pp | 31.71%-15.3pp |
| Employer contribution / active EE | $1,453 | $1,247+16.5% | $2,122-31.5% | $2,471-41.2% |
| Participant deferral / active EE | $3,096 | $2,512+23.2% | $3,373-8.2% | $3,740-17.2% |
| Admin fee / account holder | $750 | $4,536-83.5% | $5,959-87.4% | $5,306-85.9% |