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 8-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 | $43,218 | $86,929-50.3% | $102,423-57.8% | $80,856-46.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 15.15% | 18.88%-3.7pp | 29.32%-14.2pp | 35.59%-20.4pp |
| Employer contribution / active EE | $733 | $2,369-69.1% | $3,023-75.8% | $2,755-73.4% |
| Participant deferral / active EE | $2,762 | $4,118-32.9% | $5,053-45.3% | $4,296-35.7% |
| Admin fee / account holder | $2,779 | $8,049-65.5% | $9,451-70.6% | $6,918-59.8% |