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 | $49,742 | $83,477-40.4% | $125,175-60.3% | $72,985-31.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 20.29% | 25.78%-5.5pp | 43.79%-23.5pp | 81.00%-60.7pp |
| Employer contribution / active EE | $1,960 | $2,345-16.4% | $3,865-49.3% | $2,440-19.7% |
| Participant deferral / active EE | $2,904 | $3,585-19.0% | $4,937-41.2% | $3,607-19.5% |
| Admin fee / account holder | $2,740 | $5,517-50.3% | $9,702-71.8% | $5,124-46.5% |