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 | $32,597 | $53,777-39.4% | $134,143-75.7% | $79,858-59.2% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 17.01% | 19.01%-2.0pp | 36.33%-19.3pp | 31.71%-14.7pp |
| Employer contribution / active EE | $1,683 | $1,321+27.4% | $3,704-54.6% | $2,471-31.9% |
| Participant deferral / active EE | $3,543 | $2,420+46.4% | $3,499+1.2% | $3,740-5.3% |
| Admin fee / account holder | $996 | $3,984-75.0% | $6,684-85.1% | $5,306-81.2% |