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 | $71,152 | $74,927-5.0% | $101,794-30.1% | $84,808-16.1% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 17.50% | 18.70%-1.2pp | 30.53%-13.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,157 | $1,522-23.9% | $2,289-49.4% | $2,631-56.0% |
| Participant deferral / active EE | $0 | $3,099-100.0% | $4,084-100.0% | $4,212-100.0% |
| Admin fee / account holder | $2,542 | $6,514-61.0% | $8,777-71.0% | $7,344-65.4% |