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 7-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 | $16,033 | $45,035-64.4% | $62,995-74.5% | $70,131-77.1% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.84% | 18.76%-3.9pp | 87.57%-72.7pp | 73.14%-58.3pp |
| Employer contribution / active EE | $2,222 | $2,051+8.3% | $2,759-19.5% | $2,342-5.2% |
| Participant deferral / active EE | $1,984 | $2,465-19.5% | $3,329-40.4% | $3,332-40.5% |
| Admin fee / account holder | $1,624 | $2,834-42.7% | $3,600-54.9% | $4,645-65.0% |