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 | $46,724 | $39,122+19.4% | $57,179-18.3% | $62,891-25.7% |
| Participation rate | 78.3% | 70.5%+7.8pp | 75.3%+3.0pp | 69.3%+9.0pp |
| Annual return | 8.19% | 9.23%-1.0pp | 14.59%-6.4pp | 20.14%-11.9pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $869 | $2,374-63.4% | $3,096-71.9% | $3,203-72.9% |
| Admin fee / account holder | $2,484 | $2,592-4.2% | $3,139-20.9% | $4,296-42.2% |