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 | $43,146 | $48,076-10.3% | $78,689-45.2% | $62,891-31.4% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 10.04% | 31.35%-21.3pp | 62.18%-52.1pp | 20.14%-10.1pp |
| Employer contribution / active EE | $3,364 | $2,015+67.0% | $2,851+18.0% | $2,281+47.5% |
| Participant deferral / active EE | $2,118 | $2,588-18.1% | $3,517-39.8% | $3,203-33.9% |
| Admin fee / account holder | $1,063 | $3,207-66.8% | $4,510-76.4% | $4,296-75.2% |