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 | $40,947 | $77,813-47.4% | $123,544-66.9% | $64,186-36.2% |
| Participation rate | 80.4% | 74.7%+5.6pp | 82.3%-1.9pp | 69.6%+10.8pp |
| Annual return | 14.46% | 12.48%+2.0pp | 119.20%-104.7pp | 7.63%+6.8pp |
| Employer contribution / active EE | $3,286 | $3,014+9.0% | $4,628-29.0% | $2,381+38.0% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,532 | $5,519-72.2% | $9,284-83.5% | $4,888-68.7% |