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 | $54,764 | $87,870-37.7% | $113,168-51.6% | $74,304-26.3% |
| Participation rate | 99.0% | 70.7%+28.3pp | 76.6%+22.5pp | 60.3%+38.7pp |
| Annual return | 14.37% | 26.44%-12.1pp | 24.27%-9.9pp | 29.43%-15.1pp |
| Employer contribution / active EE | $2,195 | $2,277-3.6% | $2,975-26.2% | $2,241-2.1% |
| Participant deferral / active EE | $3,255 | $4,241-23.3% | $5,107-36.3% | $3,767-13.6% |
| Admin fee / account holder | $987 | $3,368-70.7% | $12,068-91.8% | $2,969-66.8% |