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 | $28,164 | $54,762-48.6% | $90,281-68.8% | $72,985-61.4% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 30.13% | 30.63%-0.5pp | 78.10%-48.0pp | 81.00%-50.9pp |
| Employer contribution / active EE | $2,509 | $2,092+19.9% | $2,854-12.1% | $2,440+2.8% |
| Participant deferral / active EE | $5,153 | $2,887+78.5% | $3,885+32.6% | $3,607+42.9% |
| Admin fee / account holder | $2,583 | $3,972-35.0% | $5,351-51.7% | $5,124-49.6% |