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 | $39,882 | $55,706-28.4% | $75,886-47.4% | $72,985-45.4% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 17.01% | 27.59%-10.6pp | 30.76%-13.7pp | 81.00%-64.0pp |
| Employer contribution / active EE | $1,771 | $1,687+5.0% | $2,500-29.2% | $2,440-27.4% |
| Participant deferral / active EE | $2,542 | $2,634-3.5% | $3,603-29.4% | $3,607-29.5% |
| Admin fee / account holder | $1,466 | $3,978-63.2% | $5,418-72.9% | $5,124-71.4% |