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 | $26,667 | $54,762-51.3% | $90,281-70.5% | $72,985-63.5% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 17.90% | 30.63%-12.7pp | 78.10%-60.2pp | 81.00%-63.1pp |
| Employer contribution / active EE | $1,602 | $2,092-23.4% | $2,854-43.9% | $2,440-34.3% |
| Participant deferral / active EE | $2,725 | $2,887-5.6% | $3,885-29.9% | $3,607-24.5% |
| Admin fee / account holder | $1,188 | $3,972-70.1% | $5,351-77.8% | $5,124-76.8% |