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 | $27,522 | $48,076-42.8% | $78,689-65.0% | $62,891-56.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 8.98% | 31.35%-22.4pp | 62.18%-53.2pp | 20.14%-11.2pp |
| Employer contribution / active EE | $1,647 | $2,015-18.3% | $2,851-42.2% | $2,281-27.8% |
| Participant deferral / active EE | $3,336 | $2,588+28.9% | $3,517-5.1% | $3,203+4.1% |
| Admin fee / account holder | $1,809 | $3,207-43.6% | $4,510-59.9% | $4,296-57.9% |