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 | $57,443 | $53,018+8.3% | $70,014-18.0% | $62,891-8.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 7.06% | 13.35%-6.3pp | 12.99%-5.9pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,388 | $1,799-22.8% | $2,338-40.6% | $2,281-39.1% |
| Participant deferral / active EE | $1,932 | $2,395-19.3% | $2,931-34.1% | $3,203-39.7% |
| Admin fee / account holder | $3,674 | $3,690-0.4% | $4,380-16.1% | $4,296-14.5% |