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 | $56,984 | $56,897+0.2% | $84,750-32.8% | $62,891-9.4% |
| Participation rate | 97.4% | 68.5%+28.8pp | 76.6%+20.8pp | 69.3%+28.1pp |
| Annual return | 6.53% | 6.30%+0.2pp | 22.78%-16.3pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,007 | $2,400-58.1% | $3,574-71.8% | $2,281-55.9% |
| Participant deferral / active EE | $2,070 | $2,709-23.6% | $3,712-44.2% | $3,203-35.4% |
| Admin fee / account holder | $1,854 | $3,581-48.2% | $5,332-65.2% | $4,296-56.8% |