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 | $42,242 | $60,349-30.0% | $74,183-43.1% | $62,891-32.8% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 4.76% | 21.37%-16.6pp | 17.74%-13.0pp | 20.14%-15.4pp |
| Employer contribution / active EE | $1,933 | $1,680+15.0% | $2,370-18.4% | $2,281-15.3% |
| Participant deferral / active EE | $1,537 | $2,856-46.2% | $3,550-56.7% | $3,203-52.0% |
| Admin fee / account holder | $3,199 | $4,261-24.9% | $5,586-42.7% | $4,296-25.5% |