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 | $59,421 | $94,625-37.2% | $116,228-48.9% | $84,808-29.9% |
| Participation rate | 86.7% | 70.4%+16.2pp | 74.6%+12.1pp | 68.3%+18.4pp |
| Annual return | 15.40% | 20.40%-5.0pp | 90.06%-74.7pp | 40.90%-25.5pp |
| Employer contribution / active EE | $3,439 | $2,347+46.5% | $2,994+14.8% | $2,631+30.7% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,953-100.0% | $4,212-100.0% |
| Admin fee / account holder | $4,466 | $10,091-55.7% | $11,989-62.7% | $7,344-39.2% |