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 | $45,262 | $60,349-25.0% | $74,183-39.0% | $62,891-28.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 10.51% | 21.37%-10.9pp | 17.74%-7.2pp | 20.14%-9.6pp |
| Employer contribution / active EE | $875 | $1,680-47.9% | $2,370-63.1% | $2,281-61.6% |
| Participant deferral / active EE | $3,155 | $2,856+10.5% | $3,550-11.1% | $3,203-1.5% |
| Admin fee / account holder | $1,609 | $4,261-62.2% | $5,586-71.2% | $4,296-62.5% |