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 | $31,392 | $76,552-59.0% | $123,892-74.7% | $62,891-50.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 12.20% | 18.68%-6.5pp | 47.52%-35.3pp | 20.14%-7.9pp |
| Employer contribution / active EE | $3,056 | $2,883+6.0% | $4,617-33.8% | $2,281+34.0% |
| Participant deferral / active EE | $3,604 | $4,840-25.5% | $5,984-39.8% | $3,203+12.5% |
| Admin fee / account holder | $2,550 | $4,826-47.2% | $8,357-69.5% | $4,296-40.6% |