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 | $64,545 | $109,881-41.3% | $150,045-57.0% | $84,808-23.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 16.93% | 28.25%-11.3pp | 62.55%-45.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,782 | $3,561-50.0% | $4,693-62.0% | $2,631-32.3% |
| Participant deferral / active EE | $2,978 | $6,636-55.1% | $7,997-62.8% | $4,212-29.3% |
| Admin fee / account holder | $1,067 | $8,568-87.5% | $13,435-92.1% | $7,344-85.5% |