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 | $38,967 | $57,065-31.7% | $75,670-48.5% | $70,131-44.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 13.83% | 23.57%-9.7pp | 27.34%-13.5pp | 73.14%-59.3pp |
| Employer contribution / active EE | $1,373 | $1,817-24.4% | $2,352-41.6% | $2,342-41.4% |
| Participant deferral / active EE | $3,173 | $2,580+23.0% | $3,142+1.0% | $3,332-4.8% |
| Admin fee / account holder | $1,277 | $3,825-66.6% | $5,800-78.0% | $4,645-72.5% |