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 | $32,853 | $54,762-40.0% | $90,281-63.6% | $72,985-55.0% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 19.53% | 30.63%-11.1pp | 78.10%-58.6pp | 81.00%-61.5pp |
| Employer contribution / active EE | $4,313 | $2,092+106.1% | $2,854+51.1% | $2,440+76.8% |
| Participant deferral / active EE | $1,873 | $2,887-35.1% | $3,885-51.8% | $3,607-48.1% |
| Admin fee / account holder | $3,517 | $3,972-11.4% | $5,351-34.3% | $5,124-31.4% |