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 | $58,891 | $56,897+3.5% | $84,750-30.5% | $62,891-6.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.46% | 6.30%+1.2pp | 22.78%-15.3pp | 20.14%-12.7pp |
| Employer contribution / active EE | $993 | $2,400-58.6% | $3,574-72.2% | $2,281-56.4% |
| Participant deferral / active EE | $1,610 | $2,709-40.6% | $3,712-56.6% | $3,203-49.7% |
| Admin fee / account holder | $1,635 | $3,581-54.3% | $5,332-69.3% | $4,296-61.9% |