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 | $22,569 | $45,035-49.9% | $62,995-64.2% | $70,131-67.8% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 12.88% | 18.76%-5.9pp | 87.57%-74.7pp | 73.14%-60.3pp |
| Employer contribution / active EE | $1,317 | $2,051-35.8% | $2,759-52.3% | $2,342-43.8% |
| Participant deferral / active EE | $1,967 | $2,465-20.2% | $3,329-40.9% | $3,332-41.0% |
| Admin fee / account holder | $1,087 | $2,834-61.7% | $3,600-69.8% | $4,645-76.6% |