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 | $59,550 | $60,349-1.3% | $74,183-19.7% | $62,891-5.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 8.63% | 21.37%-12.7pp | 17.74%-9.1pp | 20.14%-11.5pp |
| Employer contribution / active EE | $1,722 | $1,680+2.5% | $2,370-27.3% | $2,281-24.5% |
| Participant deferral / active EE | $3,795 | $2,856+32.9% | $3,550+6.9% | $3,203+18.5% |
| Admin fee / account holder | $4,611 | $4,261+8.2% | $5,586-17.5% | $4,296+7.3% |