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 | $45,010 | $57,065-21.1% | $75,670-40.5% | $70,131-35.8% |
| Participation rate | 98.5% | 68.1%+30.4pp | 72.3%+26.2pp | 69.5%+29.0pp |
| Annual return | 12.45% | 23.57%-11.1pp | 27.34%-14.9pp | 73.14%-60.7pp |
| Employer contribution / active EE | $2,767 | $1,817+52.3% | $2,352+17.7% | $2,342+18.1% |
| Participant deferral / active EE | $2,544 | $2,580-1.4% | $3,142-19.0% | $3,332-23.6% |
| Admin fee / account holder | $2,090 | $3,825-45.3% | $5,800-64.0% | $4,645-55.0% |