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 | $45,759 | $93,346-51.0% | $71,796-36.3% | $273,961-83.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 4.54% | 130.39%-125.8pp | 78.04%-73.5pp | 41.45%-36.9pp |
| Employer contribution / active EE | $455 | $2,733-83.4% | $1,924-76.4% | $4,869-90.7% |
| Participant deferral / active EE | $2,269 | $3,475-34.7% | $2,794-18.8% | $5,287-57.1% |
| Admin fee / account holder | $11,769 | $6,571+79.1% | $4,815+144.4% | $10,132+16.2% |