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 | $58,863 | $69,977-15.9% | $108,579-45.8% | $62,891-6.4% |
| Participation rate | 96.6% | 72.9%+23.7pp | 79.6%+17.0pp | 69.3%+27.2pp |
| Annual return | 8.21% | 10.73%-2.5pp | -51.70%+59.9pp | 20.14%-11.9pp |
| Employer contribution / active EE | $3,729 | $2,135+74.6% | $3,758-0.8% | $2,281+63.5% |
| Participant deferral / active EE | $2,708 | $3,165-14.4% | $4,311-37.2% | $3,203-15.5% |
| Admin fee / account holder | $4,529 | $5,076-10.8% | $7,645-40.8% | $4,296+5.4% |