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 | $39,325 | $45,035-12.7% | $62,995-37.6% | $70,131-43.9% |
| Participation rate | 90.9% | 69.5%+21.4pp | 74.8%+16.1pp | 69.5%+21.4pp |
| Annual return | 11.81% | 18.76%-6.9pp | 87.57%-75.8pp | 73.14%-61.3pp |
| Employer contribution / active EE | $1,906 | $2,051-7.1% | $2,759-30.9% | $2,342-18.6% |
| Participant deferral / active EE | $2,411 | $2,465-2.2% | $3,329-27.6% | $3,332-27.6% |
| Admin fee / account holder | $7,615 | $2,834+168.7% | $3,600+111.5% | $4,645+63.9% |