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 | $82,410 | $96,557-14.7% | $80,975+1.8% | $273,961-69.9% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 5.11% | 15.14%-10.0pp | 17.10%-12.0pp | 41.45%-36.3pp |
| Employer contribution / active EE | $1,075 | $4,868-77.9% | $3,714-71.1% | $4,869-77.9% |
| Participant deferral / active EE | $3,090 | $6,598-53.2% | $5,696-45.8% | $5,287-41.6% |
| Admin fee / account holder | $1,932 | $7,492-74.2% | $5,516-65.0% | $10,132-80.9% |