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 | $21,038 | $54,762-61.6% | $90,281-76.7% | $72,985-71.2% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 17.61% | 30.63%-13.0pp | 78.10%-60.5pp | 81.00%-63.4pp |
| Employer contribution / active EE | $1,263 | $2,092-39.6% | $2,854-55.7% | $2,440-48.2% |
| Participant deferral / active EE | $3,062 | $2,887+6.1% | $3,885-21.2% | $3,607-15.1% |
| Admin fee / account holder | $5,003 | $3,972+26.0% | $5,351-6.5% | $5,124-2.4% |