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 | $46,502 | $80,968-42.6% | $96,544-51.8% | $75,163-38.1% |
| Participation rate | 97.2% | 71.8%+25.5pp | 76.0%+21.3pp | 67.2%+30.0pp |
| Annual return | 13.80% | 27.06%-13.3pp | 25.84%-12.0pp | 160.62%-146.8pp |
| Employer contribution / active EE | $6,198 | $2,282+171.6% | $2,965+109.1% | $2,670+132.2% |
| Participant deferral / active EE | $0 | $3,928-100.0% | $4,851-100.0% | $4,125-100.0% |
| Admin fee / account holder | $2,728 | $6,724-59.4% | $8,252-66.9% | $5,651-51.7% |