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 | $27,013 | $45,035-40.0% | $62,995-57.1% | $70,131-61.5% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 15.02% | 18.76%-3.7pp | 87.57%-72.5pp | 73.14%-58.1pp |
| Employer contribution / active EE | $1,813 | $2,051-11.6% | $2,759-34.3% | $2,342-22.6% |
| Participant deferral / active EE | $2,537 | $2,465+3.0% | $3,329-23.8% | $3,332-23.8% |
| Admin fee / account holder | $7,185 | $2,834+153.5% | $3,600+99.6% | $4,645+54.7% |