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 9-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 | $47,666 | $62,586-23.8% | $76,768-37.9% | $64,186-25.7% |
| Participation rate | 95.2% | 72.8%+22.4pp | 77.0%+18.2pp | 69.6%+25.6pp |
| Annual return | 7.21% | -1.95%+9.2pp | 2.43%+4.8pp | 7.63%-0.4pp |
| Employer contribution / active EE | $1,205 | $1,832-34.2% | $2,485-51.5% | $2,381-49.4% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,049 | $4,667-56.1% | $6,675-69.3% | $4,888-58.1% |