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 | $50,230 | $73,867-32.0% | $143,757-65.1% | $68,494-26.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 5.01% | 1.01%+4.0pp | -0.04%+5.0pp | -7.84%+12.9pp |
| Employer contribution / active EE | $3,297 | $3,184+3.5% | $4,951-33.4% | $2,596+27.0% |
| Participant deferral / active EE | $2,598 | $3,384-23.2% | $5,637-53.9% | $4,027-35.5% |
| Admin fee / account holder | $4,290 | $5,755-25.5% | $14,673-70.8% | $5,403-20.6% |