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 | $33,881 | $45,035-24.8% | $62,995-46.2% | $70,131-51.7% |
| Participation rate | 96.3% | 69.5%+26.8pp | 74.8%+21.5pp | 69.5%+26.8pp |
| Annual return | 11.27% | 18.76%-7.5pp | 87.57%-76.3pp | 73.14%-61.9pp |
| Employer contribution / active EE | $2,905 | $2,051+41.6% | $2,759+5.3% | $2,342+24.0% |
| Participant deferral / active EE | $0 | $2,465-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,162 | $2,834-59.0% | $3,600-67.7% | $4,645-75.0% |