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 | $34,801 | $102,245-66.0% | $89,340-61.0% | $137,256-74.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 12.90% | 21.89%-9.0pp | 20.57%-7.7pp | 220.34%-207.4pp |
| Employer contribution / active EE | $3,449 | $2,529+36.4% | $2,231+54.6% | $4,156-17.0% |
| Participant deferral / active EE | $2,614 | $4,436-41.1% | $3,823-31.6% | $6,407-59.2% |
| Admin fee / account holder | $1,261 | $8,085-84.4% | $6,704-81.2% | $12,270-89.7% |