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 | $45,669 | $67,606-32.4% | $82,313-44.5% | $70,131-34.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 18.77% | 21.57%-2.8pp | 25.88%-7.1pp | 73.14%-54.4pp |
| Employer contribution / active EE | $1,874 | $1,755+6.8% | $2,428-22.8% | $2,342-20.0% |
| Participant deferral / active EE | $2,601 | $2,987-12.9% | $3,706-29.8% | $3,332-21.9% |
| Admin fee / account holder | $729 | $4,512-83.8% | $5,608-87.0% | $4,645-84.3% |