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 | $49,497 | $59,839-17.3% | $81,983-39.6% | $79,858-38.0% |
| Participation rate | 95.1% | 61.6%+33.5pp | 69.2%+25.9pp | 69.6%+25.5pp |
| Annual return | 24.64% | 17.56%+7.1pp | 41.31%-16.7pp | 31.71%-7.1pp |
| Employer contribution / active EE | $1,680 | $1,713-2.0% | $2,498-32.8% | $2,471-32.0% |
| Participant deferral / active EE | $7,203 | $2,695+167.3% | $3,722+93.5% | $3,740+92.6% |
| Admin fee / account holder | $2,541 | $4,287-40.7% | $5,664-55.1% | $5,306-52.1% |