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 | $23,260 | $48,076-51.6% | $78,689-70.4% | $62,891-63.0% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 4.58% | 31.35%-26.8pp | 62.18%-57.6pp | 20.14%-15.6pp |
| Employer contribution / active EE | $1,626 | $2,015-19.3% | $2,851-43.0% | $2,281-28.7% |
| Participant deferral / active EE | $1,872 | $2,588-27.6% | $3,517-46.8% | $3,203-41.5% |
| Admin fee / account holder | $2,634 | $3,207-17.9% | $4,510-41.6% | $4,296-38.7% |