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 | $32,554 | $76,407-57.4% | $150,298-78.3% | $82,448-60.5% |
| Participation rate | 97.1% | 66.4%+30.7pp | 77.8%+19.3pp | 68.1%+29.0pp |
| Annual return | 13.73% | 39.99%-26.3pp | 62.79%-49.1pp | 41.64%-27.9pp |
| Employer contribution / active EE | $4,245 | $2,614+62.4% | $4,154+2.2% | $2,551+66.4% |
| Participant deferral / active EE | $0 | $3,214-100.0% | $5,453-100.0% | $4,139-100.0% |
| Admin fee / account holder | $755 | $6,352-88.1% | $14,116-94.6% | $7,234-89.6% |