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 | $71,583 | $60,892+17.6% | $82,389-13.1% | $84,808-15.6% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 15.43% | 37.29%-21.9pp | 28.67%-13.2pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,728 | $1,779+53.3% | $2,517+8.4% | $2,631+3.7% |
| Participant deferral / active EE | $4,196 | $3,179+32.0% | $4,155+1.0% | $4,212-0.4% |
| Admin fee / account holder | $1,785 | $5,467-67.3% | $7,231-75.3% | $7,344-75.7% |