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 | $52,925 | $99,341-46.7% | $84,750-37.6% | $273,961-80.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.32% | 22.93%-16.6pp | 22.78%-16.5pp | 41.45%-35.1pp |
| Employer contribution / active EE | $953 | $4,214-77.4% | $3,574-73.3% | $4,869-80.4% |
| Participant deferral / active EE | $2,631 | $4,269-38.4% | $3,712-29.1% | $5,287-50.2% |
| Admin fee / account holder | $14,537 | $6,644+118.8% | $5,332+172.6% | $10,132+43.5% |