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 | $51,424 | $56,897-9.6% | $84,750-39.3% | $62,891-18.2% |
| Participation rate | 81.4% | 68.5%+12.8pp | 76.6%+4.8pp | 69.3%+12.1pp |
| Annual return | 8.04% | 6.30%+1.7pp | 22.78%-14.7pp | 20.14%-12.1pp |
| Employer contribution / active EE | $634 | $2,400-73.6% | $3,574-82.3% | $2,281-72.2% |
| Participant deferral / active EE | $3,361 | $2,709+24.1% | $3,712-9.4% | $3,203+4.9% |
| Admin fee / account holder | $650 | $3,581-81.9% | $5,332-87.8% | $4,296-84.9% |