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 | $61,951 | $90,503-31.5% | $78,689-21.3% | $273,961-77.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.53% | 75.60%-68.1pp | 62.18%-54.6pp | 41.45%-33.9pp |
| Employer contribution / active EE | $1,536 | $3,176-51.6% | $2,851-46.1% | $4,869-68.5% |
| Participant deferral / active EE | $1,536 | $3,901-60.6% | $3,517-56.3% | $5,287-70.9% |
| Admin fee / account holder | $11,892 | $5,263+125.9% | $4,510+163.7% | $10,132+17.4% |