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 | $42,255 | $132,239-68.0% | $105,722-60.0% | $273,961-84.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 5.59% | 10.07%-4.5pp | 12.25%-6.7pp | 41.45%-35.9pp |
| Employer contribution / active EE | $1,827 | $4,867-62.5% | $4,079-55.2% | $4,869-62.5% |
| Participant deferral / active EE | $5,184 | $6,233-16.8% | $5,326-2.7% | $5,287-2.0% |
| Admin fee / account holder | $17,050 | $12,032+41.7% | $8,308+105.2% | $10,132+68.3% |