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 | $40,650 | $88,707-54.2% | $74,183-45.2% | $273,961-85.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.39% | 11.94%-8.6pp | 17.74%-14.3pp | 41.45%-38.1pp |
| Employer contribution / active EE | $12,649 | $3,159+300.4% | $2,370+433.7% | $4,869+159.8% |
| Participant deferral / active EE | $4,241 | $4,212+0.7% | $3,550+19.5% | $5,287-19.8% |
| Admin fee / account holder | $2,193 | $8,717-74.8% | $5,586-60.7% | $10,132-78.4% |