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 | $41,857 | $71,370-41.4% | $246,525-83.0% | $71,370-41.4% |
| Participation rate | 78.8% | 55.1%+23.6pp | 82.0%-3.2pp | 55.1%+23.6pp |
| Annual return | 14.86% | 15.87%-1.0pp | 0.46%+14.4pp | 15.87%-1.0pp |
| Employer contribution / active EE | $875 | $1,874-53.3% | $7,467-88.3% | $1,874-53.3% |
| Participant deferral / active EE | $3,824 | $2,656+44.0% | $5,422-29.5% | $2,656+44.0% |
| Admin fee / account holder | $1,133 | $6,050-81.3% | $16,551-93.2% | $6,050-81.3% |