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 | $37,973 | $67,606-43.8% | $82,313-53.9% | $70,131-45.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 23.88% | 21.57%+2.3pp | 25.88%-2.0pp | 73.14%-49.3pp |
| Employer contribution / active EE | $1,980 | $1,755+12.8% | $2,428-18.5% | $2,342-15.5% |
| Participant deferral / active EE | $1,834 | $2,987-38.6% | $3,706-50.5% | $3,332-45.0% |
| Admin fee / account holder | $305 | $4,512-93.2% | $5,608-94.6% | $4,645-93.4% |