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 | $43,248 | $63,764-32.2% | $81,930-47.2% | $79,858-45.8% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 18.22% | 22.66%-4.4pp | 29.49%-11.3pp | 31.71%-13.5pp |
| Employer contribution / active EE | $2,817 | $1,795+56.9% | $4,310-34.6% | $2,471+14.0% |
| Participant deferral / active EE | $4,595 | $2,780+65.3% | $7,107-35.3% | $3,740+22.9% |
| Admin fee / account holder | $2,932 | $4,426-33.8% | $5,158-43.2% | $5,306-44.7% |