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 | $36,163 | $45,035-19.7% | $62,995-42.6% | $70,131-48.4% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.74% | 18.76%-4.0pp | 87.57%-72.8pp | 73.14%-58.4pp |
| Employer contribution / active EE | $2,185 | $2,051+6.5% | $2,759-20.8% | $2,342-6.7% |
| Participant deferral / active EE | $1,576 | $2,465-36.1% | $3,329-52.7% | $3,332-52.7% |
| Admin fee / account holder | $451 | $2,834-84.1% | $3,600-87.5% | $4,645-90.3% |