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 | $36,614 | $48,364-24.3% | $71,796-49.0% | $62,891-41.8% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 6.46% | 13.16%-6.7pp | 78.04%-71.6pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,178 | $1,042+13.1% | $1,924-38.8% | $2,281-48.3% |
| Participant deferral / active EE | $1,189 | $2,091-43.1% | $2,794-57.4% | $3,203-62.9% |
| Admin fee / account holder | $1,224 | $3,771-67.5% | $4,815-74.6% | $4,296-71.5% |