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 | $35,629 | $56,897-37.4% | $84,750-58.0% | $62,891-43.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.08% | 6.30%+0.8pp | 22.78%-15.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,342 | $2,400-44.1% | $3,574-62.4% | $2,281-41.1% |
| Participant deferral / active EE | $2,803 | $2,709+3.5% | $3,712-24.5% | $3,203-12.5% |
| Admin fee / account holder | $1,730 | $3,581-51.7% | $5,332-67.6% | $4,296-59.7% |