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 | $20,397 | $69,207-70.5% | $64,056-68.2% | $139,434-85.4% |
| Participation rate | 94.4% | 75.6%+18.9pp | 72.3%+22.1pp | 80.3%+14.1pp |
| Annual return | 13.84% | 45.88%-32.0pp | 33.69%-19.8pp | 372.94%-359.1pp |
| Employer contribution / active EE | $2,719 | $3,182-14.5% | $2,747-1.0% | $4,751-42.8% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $3,880-100.0% | $6,710-100.0% |
| Admin fee / account holder | $305 | $4,244-92.8% | $3,068-90.1% | $11,403-97.3% |