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 | $62,880 | $45,073+39.5% | $69,455-9.5% | $72,985-13.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 23.74% | 22.65%+1.1pp | 28.97%-5.2pp | 81.00%-57.3pp |
| Employer contribution / active EE | $1,233 | $2,054-40.0% | $2,779-55.6% | $2,440-49.5% |
| Participant deferral / active EE | $2,498 | $2,602-4.0% | $3,535-29.3% | $3,607-30.7% |
| Admin fee / account holder | $5,350 | $3,056+75.1% | $3,839+39.3% | $5,124+4.4% |