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 | $72,596 | $88,707-18.2% | $74,183-2.1% | $273,961-73.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.32% | 11.94%-8.6pp | 17.74%-14.4pp | 41.45%-38.1pp |
| Employer contribution / active EE | $1,643 | $3,159-48.0% | $2,370-30.7% | $4,869-66.2% |
| Participant deferral / active EE | $5,107 | $4,212+21.3% | $3,550+43.9% | $5,287-3.4% |
| Admin fee / account holder | $4,312 | $8,717-50.5% | $5,586-22.8% | $10,132-57.4% |