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 | $54,453 | $81,460-33.2% | $103,333-47.3% | $80,856-32.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 13.20% | 25.55%-12.3pp | 24.88%-11.7pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,976 | $3,105-36.4% | $3,868-48.9% | $2,755-28.3% |
| Participant deferral / active EE | $3,215 | $3,869-16.9% | $5,057-36.4% | $4,296-25.2% |
| Admin fee / account holder | $8,579 | $6,566+30.7% | $8,355+2.7% | $6,918+24.0% |