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 | $70,240 | $88,707-20.8% | $74,183-5.3% | $273,961-74.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 13.02% | 11.94%+1.1pp | 17.74%-4.7pp | 41.45%-28.4pp |
| Employer contribution / active EE | $1,852 | $3,159-41.4% | $2,370-21.9% | $4,869-62.0% |
| Participant deferral / active EE | $2,598 | $4,212-38.3% | $3,550-26.8% | $5,287-50.9% |
| Admin fee / account holder | $800 | $8,717-90.8% | $5,586-85.7% | $10,132-92.1% |