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 | $46,482 | $45,035+3.2% | $62,995-26.2% | $70,131-33.7% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 15.61% | 18.76%-3.1pp | 87.57%-72.0pp | 73.14%-57.5pp |
| Employer contribution / active EE | $2,262 | $2,051+10.3% | $2,759-18.0% | $2,342-3.4% |
| Participant deferral / active EE | $4,428 | $2,465+79.7% | $3,329+33.0% | $3,332+32.9% |
| Admin fee / account holder | $2,019 | $2,834-28.8% | $3,600-43.9% | $4,645-56.5% |