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 | $94,552 | $99,341-4.8% | $84,750+11.6% | $273,961-65.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.87% | 22.93%-17.1pp | 22.78%-16.9pp | 41.45%-35.6pp |
| Employer contribution / active EE | $1,072 | $4,214-74.6% | $3,574-70.0% | $4,869-78.0% |
| Participant deferral / active EE | $2,151 | $4,269-49.6% | $3,712-42.0% | $5,287-59.3% |
| Admin fee / account holder | $2,736 | $6,644-58.8% | $5,332-48.7% | $10,132-73.0% |