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 | $45,626 | $88,707-48.6% | $74,183-38.5% | $273,961-83.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.30% | 11.94%-6.6pp | 17.74%-12.4pp | 41.45%-36.2pp |
| Employer contribution / active EE | $3,026 | $3,159-4.2% | $2,370+27.7% | $4,869-37.9% |
| Participant deferral / active EE | $5,379 | $4,212+27.7% | $3,550+51.5% | $5,287+1.7% |
| Admin fee / account holder | $2,013 | $8,717-76.9% | $5,586-64.0% | $10,132-80.1% |