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 | $45,859 | $104,251-56.0% | $91,001-49.6% | $147,584-68.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 13.60% | 27.06%-13.5pp | 4.60%+9.0pp | 578.55%-564.9pp |
| Employer contribution / active EE | $1,321 | $3,116-57.6% | $2,456-46.2% | $4,876-72.9% |
| Participant deferral / active EE | $3,383 | $4,195-19.4% | $3,547-4.6% | $5,439-37.8% |
| Admin fee / account holder | $3,458 | $8,948-61.4% | $5,417-36.2% | $10,885-68.2% |