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 | $29,480 | $46,869-37.1% | $122,332-75.9% | $70,131-58.0% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 13.16% | 24.22%-11.1pp | 30.27%-17.1pp | 73.14%-60.0pp |
| Employer contribution / active EE | $1,038 | $1,288-19.4% | $4,050-74.4% | $2,342-55.7% |
| Participant deferral / active EE | $2,113 | $2,166-2.4% | $3,287-35.7% | $3,332-36.6% |
| Admin fee / account holder | $3,853 | $3,322+16.0% | $5,478-29.7% | $4,645-17.0% |