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 | $64,327 | $69,977-8.1% | $108,579-40.8% | $62,891+2.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 9.73% | 10.73%-1.0pp | -51.70%+61.4pp | 20.14%-10.4pp |
| Employer contribution / active EE | $1,316 | $2,135-38.4% | $3,758-65.0% | $2,281-42.3% |
| Participant deferral / active EE | $2,991 | $3,165-5.5% | $4,311-30.6% | $3,203-6.6% |
| Admin fee / account holder | $2,312 | $5,076-54.5% | $7,645-69.8% | $4,296-46.2% |