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 | $69,867 | $90,503-22.8% | $78,689-11.2% | $273,961-74.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 3.98% | 75.60%-71.6pp | 62.18%-58.2pp | 41.45%-37.5pp |
| Employer contribution / active EE | $2,865 | $3,176-9.8% | $2,851+0.5% | $4,869-41.2% |
| Participant deferral / active EE | $4,044 | $3,901+3.7% | $3,517+15.0% | $5,287-23.5% |
| Admin fee / account holder | $39,209 | $5,263+645.0% | $4,510+769.3% | $10,132+287.0% |