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 | $46,514 | $45,073+3.2% | $69,455-33.0% | $72,985-36.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 15.27% | 22.65%-7.4pp | 28.97%-13.7pp | 81.00%-65.7pp |
| Employer contribution / active EE | $1,879 | $2,054-8.5% | $2,779-32.4% | $2,440-23.0% |
| Participant deferral / active EE | $1,344 | $2,602-48.3% | $3,535-62.0% | $3,607-62.7% |
| Admin fee / account holder | $1,603 | $3,056-47.5% | $3,839-58.2% | $5,124-68.7% |