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 | $45,076 | $78,422-42.5% | $95,952-53.0% | $79,858-43.6% |
| Participation rate | 93.8% | 73.5%+20.3pp | 77.1%+16.7pp | 69.6%+24.1pp |
| Annual return | 12.36% | 19.37%-7.0pp | 91.61%-79.3pp | 31.71%-19.4pp |
| Employer contribution / active EE | $561 | $1,945-71.2% | $2,541-77.9% | $2,471-77.3% |
| Participant deferral / active EE | $4,348 | $3,440+26.4% | $4,167+4.3% | $3,740+16.2% |
| Admin fee / account holder | $620 | $5,622-89.0% | $6,795-90.9% | $5,306-88.3% |