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 | $44,605 | $75,828-41.2% | $147,614-69.8% | $59,632-25.2% |
| Participation rate | 96.7% | 71.6%+25.1pp | 84.6%+12.0pp | 68.7%+28.0pp |
| Annual return | 3.72% | 0.37%+3.3pp | 61.98%-58.3pp | 2041.28%-2037.6pp |
| Employer contribution / active EE | $3,075 | $3,485-11.8% | $5,564-44.7% | $2,203+39.6% |
| Participant deferral / active EE | $1,051 | $3,130-66.4% | $4,895-78.5% | $3,192-67.1% |
| Admin fee / account holder | $4,981 | $5,985-16.8% | $11,611-57.1% | $4,297+15.9% |