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 | $72,052 | $105,630-31.8% | $87,507-17.7% | $273,961-73.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 4.01% | 12.25%-8.2pp | 12.21%-8.2pp | 41.45%-37.4pp |
| Employer contribution / active EE | $822 | $3,141-73.8% | $2,550-67.8% | $4,869-83.1% |
| Participant deferral / active EE | $536 | $3,601-85.1% | $3,149-83.0% | $5,287-89.9% |
| Admin fee / account holder | $2,175 | $4,781-54.5% | $4,221-48.5% | $10,132-78.5% |