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 | $41,587 | $54,762-24.1% | $90,281-53.9% | $72,985-43.0% |
| Participation rate | 94.3% | 65.1%+29.2pp | 73.3%+21.1pp | 69.5%+24.9pp |
| Annual return | 19.78% | 30.63%-10.8pp | 78.10%-58.3pp | 81.00%-61.2pp |
| Employer contribution / active EE | $1,998 | $2,092-4.5% | $2,854-30.0% | $2,440-18.1% |
| Participant deferral / active EE | $2,533 | $2,887-12.3% | $3,885-34.8% | $3,607-29.8% |
| Admin fee / account holder | $7,046 | $3,972+77.4% | $5,351+31.7% | $5,124+37.5% |