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 | $29,706 | $54,762-45.8% | $90,281-67.1% | $72,985-59.3% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 20.40% | 30.63%-10.2pp | 78.10%-57.7pp | 81.00%-60.6pp |
| Employer contribution / active EE | $959 | $2,092-54.2% | $2,854-66.4% | $2,440-60.7% |
| Participant deferral / active EE | $2,206 | $2,887-23.6% | $3,885-43.2% | $3,607-38.9% |
| Admin fee / account holder | $852 | $3,972-78.5% | $5,351-84.1% | $5,124-83.4% |