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 | $48,490 | $56,053-13.5% | $75,972-36.2% | $80,856-40.0% |
| Participation rate | 97.8% | 62.0%+35.8pp | 69.1%+28.8pp | 67.6%+30.2pp |
| Annual return | 13.08% | 20.53%-7.5pp | 359.55%-346.5pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,533 | $1,874-18.2% | $2,685-42.9% | $2,755-44.4% |
| Participant deferral / active EE | $2,673 | $3,052-12.4% | $4,255-37.2% | $4,296-37.8% |
| Admin fee / account holder | $4,048 | $5,234-22.6% | $6,467-37.4% | $6,918-41.5% |