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 | $36,570 | $45,035-18.8% | $62,995-41.9% | $70,131-47.9% |
| Participation rate | 97.0% | 69.5%+27.4pp | 74.8%+22.2pp | 69.5%+27.4pp |
| Annual return | 18.09% | 18.76%-0.7pp | 87.57%-69.5pp | 73.14%-55.1pp |
| Employer contribution / active EE | $6,859 | $2,051+234.4% | $2,759+148.6% | $2,342+192.8% |
| Participant deferral / active EE | $1,501 | $2,465-39.1% | $3,329-54.9% | $3,332-55.0% |
| Admin fee / account holder | $664 | $2,834-76.6% | $3,600-81.6% | $4,645-85.7% |