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 | $29,528 | $54,541-45.9% | $78,778-62.5% | $70,131-57.9% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 14.34% | 21.07%-6.7pp | 35.62%-21.3pp | 73.14%-58.8pp |
| Employer contribution / active EE | $1,879 | $1,089+72.6% | $1,986-5.4% | $2,342-19.8% |
| Participant deferral / active EE | $2,603 | $2,210+17.8% | $2,958-12.0% | $3,332-21.9% |
| Admin fee / account holder | $3,796 | $3,709+2.4% | $5,134-26.1% | $4,645-18.3% |