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 | $27,804 | $71,050-60.9% | $93,606-70.3% | $80,856-65.6% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 17.95% | 11.26%+6.7pp | 133.20%-115.2pp | 35.59%-17.6pp |
| Employer contribution / active EE | $1,202 | $1,564-23.1% | $2,420-50.3% | $2,755-56.4% |
| Participant deferral / active EE | $2,043 | $4,034-49.4% | $4,411-53.7% | $4,296-52.5% |
| Admin fee / account holder | $3,494 | $6,945-49.7% | $8,285-57.8% | $6,918-49.5% |