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 | $53,051 | $56,897-6.8% | $84,750-37.4% | $62,891-15.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 5.49% | 6.30%-0.8pp | 22.78%-17.3pp | 20.14%-14.7pp |
| Employer contribution / active EE | $994 | $2,400-58.6% | $3,574-72.2% | $2,281-56.4% |
| Participant deferral / active EE | $2,115 | $2,709-21.9% | $3,712-43.0% | $3,203-34.0% |
| Admin fee / account holder | $482 | $3,581-86.5% | $5,332-91.0% | $4,296-88.8% |