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 | $33,262 | $58,512-43.2% | $84,015-60.4% | $72,985-54.4% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 23.92% | 28.93%-5.0pp | 71.31%-47.4pp | 81.00%-57.1pp |
| Employer contribution / active EE | $1,155 | $1,163-0.7% | $1,983-41.8% | $2,440-52.6% |
| Participant deferral / active EE | $2,331 | $2,394-2.6% | $3,239-28.0% | $3,607-35.4% |
| Admin fee / account holder | $1,505 | $4,569-67.1% | $6,101-75.3% | $5,124-70.6% |