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 | $36,373 | $54,762-33.6% | $90,281-59.7% | $72,985-50.2% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 20.37% | 30.63%-10.3pp | 78.10%-57.7pp | 81.00%-60.6pp |
| Employer contribution / active EE | $908 | $2,092-56.6% | $2,854-68.2% | $2,440-62.8% |
| Participant deferral / active EE | $3,610 | $2,887+25.1% | $3,885-7.1% | $3,607+0.1% |
| Admin fee / account holder | $995 | $3,972-75.0% | $5,351-81.4% | $5,124-80.6% |