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 | $58,184 | $116,462-50.0% | $116,250-49.9% | $116,462-50.0% |
| Participation rate | 81.8% | 74.7%+7.1pp | 73.6%+8.2pp | 74.7%+7.1pp |
| Annual return | 20.82% | 15.65%+5.2pp | -4.11%+24.9pp | 15.65%+5.2pp |
| Employer contribution / active EE | $1,944 | $3,231-39.8% | $2,865-32.1% | $3,231-39.8% |
| Participant deferral / active EE | $2,946 | $3,836-23.2% | $3,192-7.7% | $3,836-23.2% |
| Admin fee / account holder | $2,645 | $12,754-79.3% | $7,117-62.8% | $12,754-79.3% |