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 | $20,931 | $69,518-69.9% | $59,878-65.0% | $135,375-84.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 5.04% | 7.94%-2.9pp | 3.46%+1.6pp | 519.73%-514.7pp |
| Employer contribution / active EE | $2,672 | $3,235-17.4% | $2,722-1.8% | $4,779-44.1% |
| Participant deferral / active EE | $3,678 | $4,206-12.5% | $3,402+8.1% | $5,609-34.4% |
| Admin fee / account holder | $392 | $5,734-93.2% | $3,590-89.1% | $10,827-96.4% |