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 | $57,237 | $64,480-11.2% | $81,382-29.7% | $80,856-29.2% |
| Participation rate | 98.1% | 63.9%+34.2pp | 69.5%+28.6pp | 67.6%+30.5pp |
| Annual return | 12.11% | 16.34%-4.2pp | 24.73%-12.6pp | 35.59%-23.5pp |
| Employer contribution / active EE | $12,188 | $1,978+516.0% | $2,463+394.9% | $2,755+342.4% |
| Participant deferral / active EE | $1,104 | $3,094-64.3% | $3,883-71.6% | $4,296-74.3% |
| Admin fee / account holder | $5,417 | $5,671-4.5% | $5,768-6.1% | $6,918-21.7% |