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 | $35,708 | $45,035-20.7% | $62,995-43.3% | $70,131-49.1% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 15.83% | 18.76%-2.9pp | 87.57%-71.7pp | 73.14%-57.3pp |
| Employer contribution / active EE | $1,338 | $2,051-34.8% | $2,759-51.5% | $2,342-42.9% |
| Participant deferral / active EE | $2,125 | $2,465-13.8% | $3,329-36.2% | $3,332-36.2% |
| Admin fee / account holder | $511 | $2,834-82.0% | $3,600-85.8% | $4,645-89.0% |