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 | $54,098 | $76,367-29.2% | $93,606-42.2% | $72,985-25.9% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 27.37% | 25.82%+1.6pp | 32.76%-5.4pp | 81.00%-53.6pp |
| Employer contribution / active EE | $854 | $2,275-62.5% | $2,718-68.6% | $2,440-65.0% |
| Participant deferral / active EE | $4,595 | $3,538+29.9% | $4,069+12.9% | $3,607+27.4% |
| Admin fee / account holder | $4,631 | $6,838-32.3% | $7,888-41.3% | $5,124-9.6% |