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 | $53,594 | $67,411-20.5% | $91,001-41.1% | $70,131-23.6% |
| Participation rate | 94.8% | 71.4%+23.5pp | 75.6%+19.2pp | 69.5%+25.3pp |
| Annual return | 16.40% | -40.16%+56.6pp | 4.60%+11.8pp | 73.14%-56.7pp |
| Employer contribution / active EE | $3,448 | $1,786+93.1% | $2,456+40.4% | $2,342+47.2% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,547-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,493 | $4,236-64.7% | $5,417-72.4% | $4,645-67.9% |