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 | $59,695 | $96,557-38.2% | $80,975-26.3% | $273,961-78.2% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 7.23% | 15.14%-7.9pp | 17.10%-9.9pp | 41.45%-34.2pp |
| Employer contribution / active EE | $1,168 | $4,868-76.0% | $3,714-68.6% | $4,869-76.0% |
| Participant deferral / active EE | $5,552 | $6,598-15.8% | $5,696-2.5% | $5,287+5.0% |
| Admin fee / account holder | $5,168 | $7,492-31.0% | $5,516-6.3% | $10,132-49.0% |