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 | $58,599 | $45,035+30.1% | $62,995-7.0% | $70,131-16.4% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 20.24% | 18.76%+1.5pp | 87.57%-67.3pp | 73.14%-52.9pp |
| Employer contribution / active EE | $1,428 | $2,051-30.4% | $2,759-48.2% | $2,342-39.0% |
| Participant deferral / active EE | $1,830 | $2,465-25.8% | $3,329-45.0% | $3,332-45.1% |
| Admin fee / account holder | $1,024 | $2,834-63.9% | $3,600-71.6% | $4,645-78.0% |