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 | $22,658 | $58,627-61.4% | $76,735-70.5% | $82,448-72.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 33.91% | 39.10%-5.2pp | 29.77%+4.1pp | 41.64%-7.7pp |
| Employer contribution / active EE | $1,443 | $1,729-16.6% | $2,454-41.2% | $2,551-43.4% |
| Participant deferral / active EE | $4,279 | $3,134+36.6% | $4,088+4.7% | $4,139+3.4% |
| Admin fee / account holder | $1,146 | $5,323-78.5% | $7,189-84.1% | $7,234-84.2% |