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 | $96,803 | $138,562-30.1% | $246,525-60.7% | $116,875-17.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 82.0%+18.0pp | 74.5%+25.5pp |
| Annual return | 16.29% | 16.14%+0.1pp | 0.46%+15.8pp | 16.29%0pp |
| Employer contribution / active EE | $2,222 | $4,835-54.1% | $7,467-70.2% | $3,288-32.4% |
| Participant deferral / active EE | $4,128 | $4,207-1.9% | $5,422-23.9% | $3,885+6.2% |
| Admin fee / account holder | $10,388 | $18,110-42.6% | $16,551-37.2% | $12,263-15.3% |