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 | $50,810 | $66,764-23.9% | $88,497-42.6% | $62,891-19.2% |
| Participation rate | 83.3% | 77.3%+6.1pp | 82.4%+0.9pp | 69.3%+14.0pp |
| Annual return | 7.63% | 10.37%-2.7pp | 7.63%0pp | 20.14%-12.5pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $4,036-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,087 | $3,976+53.1% | $4,899+24.2% | $3,203+90.0% |
| Admin fee / account holder | $6,034 | $4,668+29.3% | $6,220-3.0% | $4,296+40.5% |