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 7-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 | $35,646 | $45,035-20.8% | $62,995-43.4% | $70,131-49.2% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 16.08% | 18.76%-2.7pp | 87.57%-71.5pp | 73.14%-57.1pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,810 | $2,465+95.2% | $3,329+44.5% | $3,332+44.4% |
| Admin fee / account holder | $2,969 | $2,834+4.8% | $3,600-17.5% | $4,645-36.1% |