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 | $15,268 | $81,233-81.2% | $155,567-90.2% | $80,874-81.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.29% | 33.33%-20.0pp | 64.74%-51.4pp | 35.62%-22.3pp |
| Employer contribution / active EE | $1,753 | $3,101-43.5% | $4,674-62.5% | $2,756-36.4% |
| Participant deferral / active EE | $2,141 | $3,452-38.0% | $5,628-62.0% | $4,297-50.2% |
| Admin fee / account holder | $3,855 | $7,998-51.8% | $15,916-75.8% | $6,935-44.4% |