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 | $42,795 | $59,839-28.5% | $81,983-47.8% | $79,858-46.4% |
| Participation rate | 85.0% | 61.6%+23.4pp | 69.2%+15.8pp | 69.6%+15.4pp |
| Annual return | 11.74% | 17.56%-5.8pp | 41.31%-29.6pp | 31.71%-20.0pp |
| Employer contribution / active EE | $1,720 | $1,713+0.4% | $2,498-31.2% | $2,471-30.4% |
| Participant deferral / active EE | $3,267 | $2,695+21.2% | $3,722-12.2% | $3,740-12.6% |
| Admin fee / account holder | $25,998 | $4,287+506.4% | $5,664+359.0% | $5,306+389.9% |