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 | $33,909 | $81,460-58.4% | $103,333-67.2% | $80,856-58.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 17.23% | 25.55%-8.3pp | 24.88%-7.7pp | 35.59%-18.4pp |
| Employer contribution / active EE | $2,561 | $3,105-17.5% | $3,868-33.8% | $2,755-7.0% |
| Participant deferral / active EE | $3,559 | $3,869-8.0% | $5,057-29.6% | $4,296-17.2% |
| Admin fee / account holder | $1,167 | $6,566-82.2% | $8,355-86.0% | $6,918-83.1% |