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 | $42,604 | $67,606-37.0% | $82,313-48.2% | $70,131-39.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 15.54% | 21.57%-6.0pp | 25.88%-10.3pp | 73.14%-57.6pp |
| Employer contribution / active EE | $1,891 | $1,755+7.7% | $2,428-22.1% | $2,342-19.3% |
| Participant deferral / active EE | $4,498 | $2,987+50.6% | $3,706+21.4% | $3,332+35.0% |
| Admin fee / account holder | $2,665 | $4,512-40.9% | $5,608-52.5% | $4,645-42.6% |