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 | $25,442 | $64,348-60.5% | $90,160-71.8% | $70,131-63.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 17.52% | 28.13%-10.6pp | 34.88%-17.4pp | 73.14%-55.6pp |
| Employer contribution / active EE | $2,117 | $2,046+3.5% | $3,318-36.2% | $2,342-9.6% |
| Participant deferral / active EE | $1,972 | $4,389-55.1% | $5,288-62.7% | $3,332-40.8% |
| Admin fee / account holder | $458 | $3,944-88.4% | $5,943-92.3% | $4,645-90.1% |