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 | $46,560 | $54,726-14.9% | $68,793-32.3% | $64,186-27.5% |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 10.33% | -1.62%+11.9pp | -4.63%+15.0pp | 7.63%+2.7pp |
| Employer contribution / active EE | $1,525 | $1,846-17.4% | $2,625-41.9% | $2,381-35.9% |
| Participant deferral / active EE | $0 | $2,626-100.0% | $3,311-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,855 | $4,027-53.9% | $5,131-63.9% | $4,888-62.1% |