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 | $31,265 | $48,364-35.4% | $71,796-56.5% | $62,891-50.3% |
| Participation rate | 82.1% | 60.6%+21.5pp | 69.1%+13.0pp | 69.3%+12.8pp |
| Annual return | 8.13% | 13.16%-5.0pp | 78.04%-69.9pp | 20.14%-12.0pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,857 | $2,091-11.2% | $2,794-33.6% | $3,203-42.0% |
| Admin fee / account holder | $4,009 | $3,771+6.3% | $4,815-16.7% | $4,296-6.7% |