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 | $46,661 | $72,404-35.6% | $110,238-57.7% | $64,186-27.3% |
| Participation rate | 90.2% | 73.3%+16.9pp | 79.8%+10.4pp | 69.6%+20.7pp |
| Annual return | 9.28% | -6.29%+15.6pp | 314.74%-305.5pp | 7.63%+1.6pp |
| Employer contribution / active EE | $4,110 | $2,282+80.1% | $3,826+7.4% | $2,381+72.6% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,527 | $5,664-73.0% | $8,547-82.1% | $4,888-68.8% |