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 | $39,575 | $54,762-27.7% | $90,281-56.2% | $72,985-45.8% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 22.00% | 30.63%-8.6pp | 78.10%-56.1pp | 81.00%-59.0pp |
| Employer contribution / active EE | $2,096 | $2,092+0.1% | $2,854-26.6% | $2,440-14.1% |
| Participant deferral / active EE | $4,913 | $2,887+70.2% | $3,885+26.4% | $3,607+36.2% |
| Admin fee / account holder | $2,278 | $3,972-42.7% | $5,351-57.4% | $5,124-55.6% |