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 | $23,419 | $84,233-72.2% | $170,442-86.3% | $70,131-66.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.62% | 23.06%-4.4pp | 205.93%-187.3pp | 73.14%-54.5pp |
| Employer contribution / active EE | $1,444 | $3,387-57.4% | $5,433-73.4% | $2,342-38.4% |
| Participant deferral / active EE | $2,323 | $3,086-24.7% | $4,939-53.0% | $3,332-30.3% |
| Admin fee / account holder | $1,525 | $5,698-73.2% | $13,880-89.0% | $4,645-67.2% |