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 | $51,149 | $43,327+18.1% | $59,878-14.6% | $64,186-20.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 9.90% | -1.55%+11.4pp | 3.46%+6.4pp | 7.63%+2.3pp |
| Employer contribution / active EE | $864 | $2,028-57.4% | $2,722-68.3% | $2,381-63.7% |
| Participant deferral / active EE | $2,261 | $2,546-11.2% | $3,402-33.5% | $3,470-34.8% |
| Admin fee / account holder | $4,653 | $3,005+54.8% | $3,590+29.6% | $4,888-4.8% |