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 | $33,569 | $74,927-55.2% | $101,794-67.0% | $84,808-60.4% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 14.78% | 18.70%-3.9pp | 30.53%-15.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,446 | $1,522-5.0% | $2,289-36.8% | $2,631-45.0% |
| Participant deferral / active EE | $3,882 | $3,099+25.3% | $4,084-4.9% | $4,212-7.8% |
| Admin fee / account holder | $4,207 | $6,514-35.4% | $8,777-52.1% | $7,344-42.7% |