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 | $27,943 | $58,512-52.2% | $84,015-66.7% | $72,985-61.7% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 22.24% | 28.93%-6.7pp | 71.31%-49.1pp | 81.00%-58.8pp |
| Employer contribution / active EE | $979 | $1,163-15.8% | $1,983-50.6% | $2,440-59.9% |
| Participant deferral / active EE | $2,974 | $2,394+24.2% | $3,239-8.2% | $3,607-17.6% |
| Admin fee / account holder | $3,073 | $4,569-32.7% | $6,101-49.6% | $5,124-40.0% |