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 | $36,335 | $45,035-19.3% | $62,995-42.3% | $70,131-48.2% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 11.51% | 18.76%-7.2pp | 87.57%-76.1pp | 73.14%-61.6pp |
| Employer contribution / active EE | $921 | $2,051-55.1% | $2,759-66.6% | $2,342-60.7% |
| Participant deferral / active EE | $974 | $2,465-60.5% | $3,329-70.7% | $3,332-70.8% |
| Admin fee / account holder | $1,326 | $2,834-53.2% | $3,600-63.2% | $4,645-71.4% |