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 | $52,235 | $56,277-7.2% | $80,975-35.5% | $62,891-16.9% |
| Participation rate | 100.0% | 69.0%+31.0pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 6.45% | 22.12%-15.7pp | 17.10%-10.7pp | 20.14%-13.7pp |
| Employer contribution / active EE | $4,470 | $1,943+130.1% | $3,714+20.4% | $2,281+96.0% |
| Participant deferral / active EE | $3,298 | $4,195-21.4% | $5,696-42.1% | $3,203+3.0% |
| Admin fee / account holder | $7,735 | $3,741+106.8% | $5,516+40.2% | $4,296+80.1% |