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 | $18,910 | $54,762-65.5% | $90,281-79.1% | $72,985-74.1% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 21.44% | 30.63%-9.2pp | 78.10%-56.7pp | 81.00%-59.6pp |
| Employer contribution / active EE | $1,803 | $2,092-13.8% | $2,854-36.8% | $2,440-26.1% |
| Participant deferral / active EE | $2,220 | $2,887-23.1% | $3,885-42.9% | $3,607-38.5% |
| Admin fee / account holder | $2,692 | $3,972-32.2% | $5,351-49.7% | $5,124-47.5% |