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 | $44,489 | $90,503-50.8% | $78,689-43.5% | $273,961-83.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 13.73% | 75.60%-61.9pp | 62.18%-48.4pp | 41.45%-27.7pp |
| Employer contribution / active EE | $2,599 | $3,176-18.1% | $2,851-8.8% | $4,869-46.6% |
| Participant deferral / active EE | $9,336 | $3,901+139.3% | $3,517+165.5% | $5,287+76.6% |
| Admin fee / account holder | $2,138 | $5,263-59.4% | $4,510-52.6% | $10,132-78.9% |