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 | $57,180 | $72,177-20.8% | $115,037-50.3% | $59,632-4.1% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 0.34% | 12.02%-11.7pp | 26.14%-25.8pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $2,631 | $2,841-7.4% | $4,608-42.9% | $2,203+19.5% |
| Participant deferral / active EE | $3,016 | $4,783-36.9% | $6,026-49.9% | $3,192-5.5% |
| Admin fee / account holder | $6,810 | $4,927+38.2% | $8,175-16.7% | $4,297+58.5% |