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 | $90,585 | $132,239-31.5% | $105,722-14.3% | $273,961-66.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 3.97% | 10.07%-6.1pp | 12.25%-8.3pp | 41.45%-37.5pp |
| Employer contribution / active EE | $2,157 | $4,867-55.7% | $4,079-47.1% | $4,869-55.7% |
| Participant deferral / active EE | $3,360 | $6,233-46.1% | $5,326-36.9% | $5,287-36.5% |
| Admin fee / account holder | $1,244 | $12,032-89.7% | $8,308-85.0% | $10,132-87.7% |