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 | $60,849 | $54,762+11.1% | $90,281-32.6% | $72,985-16.6% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 19.83% | 30.63%-10.8pp | 78.10%-58.3pp | 81.00%-61.2pp |
| Employer contribution / active EE | $1,284 | $2,092-38.6% | $2,854-55.0% | $2,440-47.4% |
| Participant deferral / active EE | $2,962 | $2,887+2.6% | $3,885-23.8% | $3,607-17.9% |
| Admin fee / account holder | $2,366 | $3,972-40.4% | $5,351-55.8% | $5,124-53.8% |