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 | $38,612 | $83,477-53.7% | $125,175-69.2% | $72,985-47.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 23.26% | 25.78%-2.5pp | 43.79%-20.5pp | 81.00%-57.7pp |
| Employer contribution / active EE | $1,771 | $2,345-24.5% | $3,865-54.2% | $2,440-27.4% |
| Participant deferral / active EE | $4,124 | $3,585+15.0% | $4,937-16.5% | $3,607+14.3% |
| Admin fee / account holder | $3,544 | $5,517-35.8% | $9,702-63.5% | $5,124-30.8% |