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 | $37,162 | $45,035-17.5% | $62,995-41.0% | $70,131-47.0% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 12.08% | 18.76%-6.7pp | 87.57%-75.5pp | 73.14%-61.1pp |
| Employer contribution / active EE | $1,783 | $2,051-13.1% | $2,759-35.4% | $2,342-23.9% |
| Participant deferral / active EE | $2,740 | $2,465+11.2% | $3,329-17.7% | $3,332-17.8% |
| Admin fee / account holder | $1,927 | $2,834-32.0% | $3,600-46.5% | $4,645-58.5% |