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 | $40,568 | $63,764-36.4% | $81,930-50.5% | $79,858-49.2% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 12.07% | 22.66%-10.6pp | 29.49%-17.4pp | 31.71%-19.6pp |
| Employer contribution / active EE | $2,007 | $1,795+11.8% | $4,310-53.4% | $2,471-18.8% |
| Participant deferral / active EE | $3,728 | $2,780+34.1% | $7,107-47.5% | $3,740-0.3% |
| Admin fee / account holder | $2,401 | $4,426-45.8% | $5,158-53.5% | $5,306-54.8% |