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 7-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 | $40,454 | $71,050-43.1% | $93,606-56.8% | $80,856-50.0% |
| Participation rate | 88.0% | 60.4%+27.6pp | 68.7%+19.3pp | 67.6%+20.4pp |
| Annual return | 11.31% | 11.26%0pp | 133.20%-121.9pp | 35.59%-24.3pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,992 | $4,034-1.0% | $4,411-9.5% | $4,296-7.1% |
| Admin fee / account holder | $8,259 | $6,945+18.9% | $8,285-0.3% | $6,918+19.4% |