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 | $18,930 | $80,717-76.5% | $154,803-87.8% | $84,808-77.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 18.07% | 37.96%-19.9pp | 58.88%-40.8pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,018 | $2,761-63.1% | $4,305-76.4% | $2,631-61.3% |
| Participant deferral / active EE | $1,890 | $3,303-42.8% | $5,540-65.9% | $4,212-55.1% |
| Admin fee / account holder | $1,044 | $6,746-84.5% | $14,329-92.7% | $7,344-85.8% |