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 | $39,453 | $58,512-32.6% | $84,015-53.0% | $72,985-45.9% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 19.34% | 28.93%-9.6pp | 71.31%-52.0pp | 81.00%-61.7pp |
| Employer contribution / active EE | $1,634 | $1,163+40.5% | $1,983-17.6% | $2,440-33.0% |
| Participant deferral / active EE | $2,486 | $2,394+3.8% | $3,239-23.3% | $3,607-31.1% |
| Admin fee / account holder | $917 | $4,569-79.9% | $6,101-85.0% | $5,124-82.1% |