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 | $38,389 | $40,256-4.6% | $57,343-33.1% | $59,632-35.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 0.48% | 27.49%-27.0pp | 24.39%-23.9pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $3,697 | $1,922+92.4% | $2,689+37.5% | $2,203+67.9% |
| Participant deferral / active EE | $2,869 | $2,399+19.6% | $3,162-9.3% | $3,192-10.1% |
| Admin fee / account holder | $1,081 | $2,818-61.6% | $3,356-67.8% | $4,297-74.8% |