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 | $46,164 | $96,557-52.2% | $80,975-43.0% | $273,961-83.1% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 3.90% | 15.14%-11.2pp | 17.10%-13.2pp | 41.45%-37.5pp |
| Employer contribution / active EE | $15,727 | $4,868+223.1% | $3,714+323.4% | $4,869+223.0% |
| Participant deferral / active EE | $3,415 | $6,598-48.2% | $5,696-40.0% | $5,287-35.4% |
| Admin fee / account holder | $3,000 | $7,492-60.0% | $5,516-45.6% | $10,132-70.4% |