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 | $42,679 | $64,480-33.8% | $81,382-47.6% | $80,856-47.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 17.20% | 16.34%+0.9pp | 24.73%-7.5pp | 35.59%-18.4pp |
| Employer contribution / active EE | $1,728 | $1,978-12.7% | $2,463-29.8% | $2,755-37.3% |
| Participant deferral / active EE | $3,449 | $3,094+11.5% | $3,883-11.2% | $4,296-19.7% |
| Admin fee / account holder | $4,521 | $5,671-20.3% | $5,768-21.6% | $6,918-34.6% |