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 9-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 | $37,266 | $45,035-17.3% | $62,995-40.8% | $70,131-46.9% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 16.06% | 18.76%-2.7pp | 87.57%-71.5pp | 73.14%-57.1pp |
| Employer contribution / active EE | $1,489 | $2,051-27.4% | $2,759-46.0% | $2,342-36.4% |
| Participant deferral / active EE | $1,225 | $2,465-50.3% | $3,329-63.2% | $3,332-63.2% |
| Admin fee / account holder | $2,377 | $2,834-16.1% | $3,600-34.0% | $4,645-48.8% |