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 | $50,295 | $58,512-14.0% | $84,015-40.1% | $72,985-31.1% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 22.70% | 28.93%-6.2pp | 71.31%-48.6pp | 81.00%-58.3pp |
| Employer contribution / active EE | $1,197 | $1,163+2.9% | $1,983-39.7% | $2,440-50.9% |
| Participant deferral / active EE | $3,113 | $2,394+30.1% | $3,239-3.9% | $3,607-13.7% |
| Admin fee / account holder | $2,023 | $4,569-55.7% | $6,101-66.8% | $5,124-60.5% |