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 | $32,145 | $45,073-28.7% | $69,455-53.7% | $72,985-56.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 21.92% | 22.65%-0.7pp | 28.97%-7.1pp | 81.00%-59.1pp |
| Employer contribution / active EE | $862 | $2,054-58.0% | $2,779-69.0% | $2,440-64.7% |
| Participant deferral / active EE | $2,080 | $2,602-20.0% | $3,535-41.2% | $3,607-42.3% |
| Admin fee / account holder | $1,717 | $3,056-43.8% | $3,839-55.3% | $5,124-66.5% |