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 | $55,961 | $54,762+2.2% | $90,281-38.0% | $72,985-23.3% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 19.20% | 30.63%-11.4pp | 78.10%-58.9pp | 81.00%-61.8pp |
| Employer contribution / active EE | $3,906 | $2,092+86.7% | $2,854+36.8% | $2,440+60.1% |
| Participant deferral / active EE | $2,187 | $2,887-24.2% | $3,885-43.7% | $3,607-39.4% |
| Admin fee / account holder | $1,153 | $3,972-71.0% | $5,351-78.4% | $5,124-77.5% |