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 | $43,079 | $88,707-51.4% | $74,183-41.9% | $273,961-84.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.95% | 11.94%-6.0pp | 17.74%-11.8pp | 41.45%-35.5pp |
| Employer contribution / active EE | $5,315 | $3,159+68.2% | $2,370+124.3% | $4,869+9.2% |
| Participant deferral / active EE | $3,693 | $4,212-12.3% | $3,550+4.0% | $5,287-30.2% |
| Admin fee / account holder | $615 | $8,717-92.9% | $5,586-89.0% | $10,132-93.9% |