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 | $45,140 | $39,122+15.4% | $57,179-21.1% | $62,891-28.2% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 4.86% | 9.23%-4.4pp | 14.59%-9.7pp | 20.14%-15.3pp |
| Employer contribution / active EE | $1,573 | $1,874-16.0% | $2,682-41.3% | $2,281-31.0% |
| Participant deferral / active EE | $1,573 | $2,374-33.7% | $3,096-49.2% | $3,203-50.9% |
| Admin fee / account holder | $6,673 | $2,592+157.4% | $3,139+112.6% | $4,296+55.3% |