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 | $29,655 | $56,110-47.1% | $94,993-68.8% | $70,131-57.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | 19.31% | 51.02%-31.7pp | 27.12%-7.8pp | 73.14%-53.8pp |
| Employer contribution / active EE | $1,720 | $1,442+19.2% | $2,603-34.0% | $2,342-26.6% |
| Participant deferral / active EE | $3,413 | $2,391+42.7% | $3,317+2.9% | $3,332+2.4% |
| Admin fee / account holder | $746 | $3,456-78.4% | $4,960-85.0% | $4,645-83.9% |