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 | $59,454 | $45,073+31.9% | $69,455-14.4% | $72,985-18.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 16.81% | 22.65%-5.8pp | 28.97%-12.2pp | 81.00%-64.2pp |
| Employer contribution / active EE | $1,401 | $2,054-31.8% | $2,779-49.6% | $2,440-42.6% |
| Participant deferral / active EE | $2,717 | $2,602+4.4% | $3,535-23.2% | $3,607-24.7% |
| Admin fee / account holder | $10,327 | $3,056+238.0% | $3,839+169.0% | $5,124+101.5% |