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 | $43,558 | $52,580-17.2% | $71,671-39.2% | $70,131-37.9% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 18.58% | 20.25%-1.7pp | 20.65%-2.1pp | 73.14%-54.6pp |
| Employer contribution / active EE | $1,004 | $1,616-37.9% | $2,460-59.2% | $2,342-57.2% |
| Participant deferral / active EE | $3,171 | $2,386+32.9% | $3,438-7.8% | $3,332-4.8% |
| Admin fee / account holder | $2,834 | $3,653-22.4% | $5,558-49.0% | $4,645-39.0% |