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 | $47,985 | $58,512-18.0% | $84,015-42.9% | $72,985-34.3% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 17.26% | 28.93%-11.7pp | 71.31%-54.0pp | 81.00%-63.7pp |
| Employer contribution / active EE | $2,181 | $1,163+87.5% | $1,983+9.9% | $2,440-10.6% |
| Participant deferral / active EE | $3,404 | $2,394+42.2% | $3,239+5.1% | $3,607-5.6% |
| Admin fee / account holder | $21,800 | $4,569+377.2% | $6,101+257.3% | $5,124+325.4% |