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 | $50,535 | $78,422-35.6% | $95,952-47.3% | $79,858-36.7% |
| Participation rate | 82.5% | 73.5%+9.0pp | 77.1%+5.4pp | 69.6%+12.9pp |
| Annual return | 11.80% | 19.37%-7.6pp | 91.61%-79.8pp | 31.71%-19.9pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,691 | $3,440+94.5% | $4,167+60.6% | $3,740+78.9% |
| Admin fee / account holder | $11,950 | $5,622+112.5% | $6,795+75.9% | $5,306+125.2% |