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 | $30,904 | $45,035-31.4% | $62,995-50.9% | $70,131-55.9% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 19.19% | 18.76%+0.4pp | 87.57%-68.4pp | 73.14%-54.0pp |
| Employer contribution / active EE | $1,425 | $2,051-30.5% | $2,759-48.3% | $2,342-39.1% |
| Participant deferral / active EE | $2,479 | $2,465+0.6% | $3,329-25.5% | $3,332-25.6% |
| Admin fee / account holder | $584 | $2,834-79.4% | $3,600-83.8% | $4,645-87.4% |