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 | $39,568 | $63,764-37.9% | $81,930-51.7% | $79,858-50.5% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 13.46% | 22.66%-9.2pp | 29.49%-16.0pp | 31.71%-18.3pp |
| Employer contribution / active EE | $471 | $1,795-73.8% | $4,310-89.1% | $2,471-81.0% |
| Participant deferral / active EE | $1,231 | $2,780-55.7% | $7,107-82.7% | $3,740-67.1% |
| Admin fee / account holder | $2,249 | $4,426-49.2% | $5,158-56.4% | $5,306-57.6% |