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 | $26,639 | $45,035-40.8% | $62,995-57.7% | $70,131-62.0% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 13.44% | 18.76%-5.3pp | 87.57%-74.1pp | 73.14%-59.7pp |
| Employer contribution / active EE | $1,415 | $2,051-31.0% | $2,759-48.7% | $2,342-39.6% |
| Participant deferral / active EE | $1,883 | $2,465-23.6% | $3,329-43.4% | $3,332-43.5% |
| Admin fee / account holder | $6,245 | $2,834+120.3% | $3,600+73.5% | $4,645+34.4% |