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 | $21,735 | $48,076-54.8% | $78,689-72.4% | $62,891-65.4% |
| Participation rate | 95.6% | 65.2%+30.3pp | 73.6%+22.0pp | 69.3%+26.2pp |
| Annual return | 6.99% | 31.35%-24.4pp | 62.18%-55.2pp | 20.14%-13.2pp |
| Employer contribution / active EE | $4,179 | $2,015+107.4% | $2,851+46.6% | $2,281+83.2% |
| Participant deferral / active EE | $0 | $2,588-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $713 | $3,207-77.8% | $4,510-84.2% | $4,296-83.4% |