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 | $24,355 | $54,762-55.5% | $90,281-73.0% | $72,985-66.6% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 23.79% | 30.63%-6.8pp | 78.10%-54.3pp | 81.00%-57.2pp |
| Employer contribution / active EE | $2,247 | $2,092+7.4% | $2,854-21.3% | $2,440-7.9% |
| Participant deferral / active EE | $4,350 | $2,887+50.7% | $3,885+12.0% | $3,607+20.6% |
| Admin fee / account holder | $401 | $3,972-89.9% | $5,351-92.5% | $5,124-92.2% |