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 | $35,530 | $56,054-36.6% | $171,082-79.2% | $62,891-43.5% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | 7.11% | 22.52%-15.4pp | 32.56%-25.5pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,581 | $1,731-8.6% | $4,002-60.5% | $2,281-30.7% |
| Participant deferral / active EE | $1,745 | $3,158-44.8% | $4,797-63.6% | $3,203-45.5% |
| Admin fee / account holder | $786 | $3,647-78.5% | $8,520-90.8% | $4,296-81.7% |