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 | $52,852 | $105,630-50.0% | $87,507-39.6% | $273,961-80.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 7.87% | 12.25%-4.4pp | 12.21%-4.3pp | 41.45%-33.6pp |
| Employer contribution / active EE | $3,561 | $3,141+13.4% | $2,550+39.7% | $4,869-26.9% |
| Participant deferral / active EE | $2,791 | $3,601-22.5% | $3,149-11.4% | $5,287-47.2% |
| Admin fee / account holder | $4,481 | $4,781-6.3% | $4,221+6.2% | $10,132-55.8% |