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 | $77,637 | $90,503-14.2% | $78,689-1.3% | $273,961-71.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.04% | 75.60%-71.6pp | 62.18%-58.1pp | 41.45%-37.4pp |
| Employer contribution / active EE | $2,457 | $3,176-22.6% | $2,851-13.8% | $4,869-49.5% |
| Participant deferral / active EE | $4,439 | $3,901+13.8% | $3,517+26.2% | $5,287-16.0% |
| Admin fee / account holder | $2,305 | $5,263-56.2% | $4,510-48.9% | $10,132-77.3% |