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 | $34,836 | $71,516-51.3% | $98,439-64.6% | $71,457-51.2% |
| Participation rate | 88.8% | 72.7%+16.1pp | 75.2%+13.6pp | 67.9%+20.9pp |
| Annual return | 60.14% | 32.41%+27.7pp | 21.16%+39.0pp | 28.85%+31.3pp |
| Employer contribution / active EE | $8,671 | $2,399+261.5% | $3,048+184.5% | $2,588+235.1% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $4,738-100.0% | $4,289-100.0% |
| Admin fee / account holder | $1,053 | $1,675-37.1% | $8,948-88.2% | $1,587-33.7% |