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 | $28,023 | $67,606-58.5% | $82,313-66.0% | $70,131-60.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 16.51% | 21.57%-5.1pp | 25.88%-9.4pp | 73.14%-56.6pp |
| Employer contribution / active EE | $1,027 | $1,755-41.5% | $2,428-57.7% | $2,342-56.2% |
| Participant deferral / active EE | $2,632 | $2,987-11.9% | $3,706-29.0% | $3,332-21.0% |
| Admin fee / account holder | $1,173 | $4,512-74.0% | $5,608-79.1% | $4,645-74.8% |