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 | $32,511 | $48,076-32.4% | $78,689-58.7% | $62,891-48.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 5.31% | 31.35%-26.0pp | 62.18%-56.9pp | 20.14%-14.8pp |
| Employer contribution / active EE | $4,070 | $2,015+102.0% | $2,851+42.8% | $2,281+78.5% |
| Participant deferral / active EE | $1,172 | $2,588-54.7% | $3,517-66.7% | $3,203-63.4% |
| Admin fee / account holder | $4,602 | $3,207+43.5% | $4,510+2.0% | $4,296+7.1% |