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 | $51,680 | $55,706-7.2% | $75,886-31.9% | $72,985-29.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 25.10% | 27.59%-2.5pp | 30.76%-5.7pp | 81.00%-55.9pp |
| Employer contribution / active EE | $1,264 | $1,687-25.1% | $2,500-49.5% | $2,440-48.2% |
| Participant deferral / active EE | $4,717 | $2,634+79.1% | $3,603+30.9% | $3,607+30.8% |
| Admin fee / account holder | $3,004 | $3,978-24.5% | $5,418-44.6% | $5,124-41.4% |