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 | $45,407 | $62,586-27.4% | $76,768-40.9% | $64,186-29.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 8.78% | -1.95%+10.7pp | 2.43%+6.4pp | 7.63%+1.2pp |
| Employer contribution / active EE | $1,972 | $1,832+7.7% | $2,485-20.6% | $2,381-17.2% |
| Participant deferral / active EE | $2,224 | $3,145-29.3% | $3,852-42.3% | $3,470-35.9% |
| Admin fee / account holder | $508 | $4,667-89.1% | $6,675-92.4% | $4,888-89.6% |