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 | $35,764 | $47,848-25.3% | $81,478-56.1% | $70,131-49.0% |
| Participation rate | 91.9% | 58.3%+33.6pp | 68.0%+23.9pp | 69.5%+22.4pp |
| Annual return | 30.23% | 27.25%+3.0pp | 38.78%-8.6pp | 73.14%-42.9pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,595 | $2,453+168.9% | $3,537+86.5% | $3,332+98.0% |
| Admin fee / account holder | $425 | $3,145-86.5% | $4,561-90.7% | $4,645-90.8% |