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 | $30,711 | $67,606-54.6% | $82,313-62.7% | $70,131-56.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 16.47% | 21.57%-5.1pp | 25.88%-9.4pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,266 | $1,755-27.8% | $2,428-47.8% | $2,342-45.9% |
| Participant deferral / active EE | $2,939 | $2,987-1.6% | $3,706-20.7% | $3,332-11.8% |
| Admin fee / account holder | $1,006 | $4,512-77.7% | $5,608-82.1% | $4,645-78.3% |