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 | $53,939 | $88,707-39.2% | $74,183-27.3% | $273,961-80.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.09% | 11.94%-5.9pp | 17.74%-11.6pp | 41.45%-35.4pp |
| Employer contribution / active EE | $2,091 | $3,159-33.8% | $2,370-11.8% | $4,869-57.0% |
| Participant deferral / active EE | $4,778 | $4,212+13.4% | $3,550+34.6% | $5,287-9.6% |
| Admin fee / account holder | $3,487 | $8,717-60.0% | $5,586-37.6% | $10,132-65.6% |