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 | $27,469 | $48,076-42.9% | $78,689-65.1% | $62,891-56.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 6.57% | 31.35%-24.8pp | 62.18%-55.6pp | 20.14%-13.6pp |
| Employer contribution / active EE | $3,533 | $2,015+75.3% | $2,851+23.9% | $2,281+54.9% |
| Participant deferral / active EE | $2,841 | $2,588+9.8% | $3,517-19.2% | $3,203-11.3% |
| Admin fee / account holder | $4,321 | $3,207+34.7% | $4,510-4.2% | $4,296+0.6% |