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 | $65,556 | $69,977-6.3% | $108,579-39.6% | $62,891+4.2% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 7.11% | 10.73%-3.6pp | -51.70%+58.8pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,975 | $2,135-7.5% | $3,758-47.5% | $2,281-13.4% |
| Participant deferral / active EE | $1,842 | $3,165-41.8% | $4,311-57.3% | $3,203-42.5% |
| Admin fee / account holder | $3,337 | $5,076-34.3% | $7,645-56.3% | $4,296-22.3% |