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 | $49,182 | $48,076+2.3% | $78,689-37.5% | $62,891-21.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 5.53% | 31.35%-25.8pp | 62.18%-56.6pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,560 | $2,015-22.6% | $2,851-45.3% | $2,281-31.6% |
| Participant deferral / active EE | $1,429 | $2,588-44.8% | $3,517-59.4% | $3,203-55.4% |
| Admin fee / account holder | $1,221 | $3,207-61.9% | $4,510-72.9% | $4,296-71.6% |