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 | $18,273 | $76,407-76.1% | $150,298-87.8% | $82,448-77.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 15.51% | 39.99%-24.5pp | 62.79%-47.3pp | 41.64%-26.1pp |
| Employer contribution / active EE | $880 | $2,614-66.3% | $4,154-78.8% | $2,551-65.5% |
| Participant deferral / active EE | $2,059 | $3,214-36.0% | $5,453-62.2% | $4,139-50.3% |
| Admin fee / account holder | $3,308 | $6,352-47.9% | $14,116-76.6% | $7,234-54.3% |