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 | $54,906 | $99,341-44.7% | $84,750-35.2% | $273,961-80.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.63% | 22.93%-17.3pp | 22.78%-17.1pp | 41.45%-35.8pp |
| Employer contribution / active EE | $1,954 | $4,214-53.6% | $3,574-45.3% | $4,869-59.9% |
| Participant deferral / active EE | $4,178 | $4,269-2.1% | $3,712+12.6% | $5,287-21.0% |
| Admin fee / account holder | $354 | $6,644-94.7% | $5,332-93.4% | $10,132-96.5% |