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 | $53,590 | $45,035+19.0% | $62,995-14.9% | $70,131-23.6% |
| Participation rate | 72.9% | 69.5%+3.4pp | 74.8%-1.9pp | 69.5%+3.4pp |
| Annual return | 15.32% | 18.76%-3.4pp | 87.57%-72.3pp | 73.14%-57.8pp |
| Employer contribution / active EE | $2,303 | $2,051+12.3% | $2,759-16.5% | $2,342-1.7% |
| Participant deferral / active EE | $2,049 | $2,465-16.9% | $3,329-38.5% | $3,332-38.5% |
| Admin fee / account holder | $1,515 | $2,834-46.5% | $3,600-57.9% | $4,645-67.4% |