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 | $39,502 | $52,903-25.3% | $73,307-46.1% | $59,632-33.8% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.9%+25.1pp | 68.7%+31.3pp |
| Annual return | 0.59% | 12.20%-11.6pp | 5.67%-5.1pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $2,799 | $1,909+46.6% | $3,237-13.5% | $2,203+27.1% |
| Participant deferral / active EE | $5,517 | $4,069+35.6% | $4,991+10.5% | $3,192+72.8% |
| Admin fee / account holder | $2,901 | $3,834-24.3% | $5,637-48.5% | $4,297-32.5% |