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 | $43,131 | $51,708-16.6% | $106,619-59.5% | $62,891-31.4% |
| Participation rate | 100.0% | 66.9%+33.1pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 8.66% | 4.69%+4.0pp | 9.42%-0.8pp | 20.14%-11.5pp |
| Employer contribution / active EE | $1,208 | $1,764-31.5% | $3,947-69.4% | $2,281-47.0% |
| Participant deferral / active EE | $3,181 | $2,315+37.4% | $3,930-19.1% | $3,203-0.7% |
| Admin fee / account holder | $1,378 | $3,349-58.8% | $6,418-78.5% | $4,296-67.9% |