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 | $19,506 | $43,327-55.0% | $59,878-67.4% | $64,186-69.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 10.19% | -1.55%+11.7pp | 3.46%+6.7pp | 7.63%+2.6pp |
| Employer contribution / active EE | $1,565 | $2,028-22.8% | $2,722-42.5% | $2,381-34.3% |
| Participant deferral / active EE | $1,608 | $2,546-36.8% | $3,402-52.7% | $3,470-53.6% |
| Admin fee / account holder | $1,247 | $3,005-58.5% | $3,590-65.3% | $4,888-74.5% |