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 | $67,755 | $96,557-29.8% | $80,975-16.3% | $273,961-75.3% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 7.25% | 15.14%-7.9pp | 17.10%-9.9pp | 41.45%-34.2pp |
| Employer contribution / active EE | $1,899 | $4,868-61.0% | $3,714-48.9% | $4,869-61.0% |
| Participant deferral / active EE | $1,899 | $6,598-71.2% | $5,696-66.7% | $5,287-64.1% |
| Admin fee / account holder | $3,627 | $7,492-51.6% | $5,516-34.2% | $10,132-64.2% |